eko 發表於 17-7-18 13:51
自己搞你好有柏力呀!所有文件都要certify。我相信你已提供過去3年資產總结同資金來源,還有statement of i ...
"active" investment activities 這部份比較無信心,因我的股票是長期Hold,只是每年review 一下同好少買賣,唔知咁樣算唔算Active。在application form 上已大概解構我的investment experience and history,投資增長靠capital gain, 不是炒股.
Don't worry about not actively trade. As long as you can justify that you have actively managed/reviewed your portfolio then you should be ok. Explain your investment philosophy, strategies, tactics, etc.that justify that holding is the outcome of your concious decisions. In your statement of investment, you need to choose your wordings carefully so that you don't give the impression that you are passive. My core portfolio is also very stable, but I do add new items from time to time and I explained how I made those decisions and how I financed those additions.