Investment Planner - Education

Child Name

Current Age

Age Attending University

Country

Tuition (HK$)

Living Expense (HK$)

Course Length

Total Expenditure (HK$)

Inflation Rate (%)

Years Remaining

Estimated Expenditure (HK$)

Current Savings (HK$)

Expected Rate of Return (%)

Years of Investment

Estimated Return (HK$)

Target Amount (HK$)

Expected Rate of Return (%)

Monthly Investment Amount (HK$)

Lump Sum Investment (HK$)

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Disclaimer

1.	The financial planner is designed to assist you in identifying your financial needs and goals so that you can make better informed decisions about managing your money. It has been developed based on the information you provided and on certain accepted assumptions and reasonable estimates.
2.	Calculations and values used in this analysis are shown for illustration purposes only. The financial outcomes for your goals are based on the information and assumptions you provided. The Bank accepts no responsibility and liabilities on the Calculations and any information/values provided by the financial planner and any reliance on them by you.
3.	The return assumptions are based on assumptions of your own choosing or on expected rate of returns. The expected rate of return is not based on the performance of specific investment funds, and is for illustrative purposes only.
4.	This report is for information only and does not constitute any offer or solicitation to buy or sell any investment. Investments involve risks, including the possible loss of the principal amount invested. Unit prices may go down as well as up.