SAMPLE - a fictional statement on suitability for trying /seal. No real client or product.

Statement on suitability (MiFID II, Article 25(6))
Client reference: R-1187 (fictional)
Date: 3 October 2026

Client profile (from the suitability assessment of 1 October 2026):
- Knowledge and experience: has held equity funds for six years.
- Financial situation: can bear a loss of up to 15% of the invested amount.
- Objectives: growth over at least eight years; risk tolerance medium.

Advice given:
Invest 20,000 euro in Fund X (risk indicator 4 of 7).

How it meets the client's profile:
The horizon of eight years exceeds the fund's recommended holding period of five years, and
its historical drawdown is within the loss the client said they can bear.