Customer Investment Questionnaire

Customer Investment Questionnaire is prepared to understand the customer’s investment requirement. It may also be prepared in order to fetch information about the investments done by the customer and whether he is interested in making more investments. There are various questions that are included in a customer investment questionnaire. Few such sample questions are given below.

Customer Investment Questionnaire Sample



Contact Number:

Email id:

  • What is your occupation?

a)      Salaried

b)      Self Employed

c)      Small Businessman

d)     Entrepreneur

  • What is your annual income?


  • Have you ever considered making investment?

a)      Yes

b)      No

  • Have you made any investments until now?

a)      Yes

b)      No

  • If you have made any investments then please provide details about the same


  • Which company’s investment plans have you opted for?


  • What are the benefits of the investment plans opted by you?


  • Were you given complete information about the various terms and conditions attached to these investment plans at the time of purchasing these?

a)      Yes

b)      No

  • Did you opt for these investment plans through a broker or agent or did you approach the company office directly?


  • Have you heard about the investment plans being offered by our company?

a)      Yes

b)      No

  • If ‘Yes’ then please share as to where did you hear about it

a)      Newspaper advertisement

b)      TV/ Radio commercials

c)      Friend/ Relative

d)     Internet

e)      None of the above

  • Would you like to know the details of the investment plans being offered by our company?

a)      Yes

b)      No

  • Would you be interested in making more investments?

a)      Yes

b)      No

  • How is the quality of service being provided by the investment company you are dealing with currently?


  • Do you have any specific investment requirement? If ‘Yes’ then please share the same


  • Would you like us to send across an agent to your place for explaining you about the various investment products being offered by our company?

a)      Yes

b)      No

Category: Investment Questionnaire

Comments are closed.

Copy Protected by Chetan's WP-Copyprotect.