Compatibility Survey

Client Compatibility Survey

This survey does not constitute an offer to sell, or a solicitation of an offer to buy or sell, any security, investment or other financial product, and is intended for informational purposes only.  Evergreen Gavekal will use this survey to determine whether your investing style and goals may potentially be compatible with the products and investment strategies available to clients of Evergreen Gavekal. If you are interested in starting an investment advisory relationship with Evergreen Gavekal, we will use the results of this survey, along with other information you provide to us, to determine the most appropriate investment strategy for you. This survey is not intended to be, and you should not consider it to be, investment, accounting, tax or legal advice. If you would like investment, accounting, tax or legal advice, you should consult with your own financial advisors, accountants or attorneys regarding your individual circumstances and needs. All investing involves the risk of loss.