Investment Advisor Client Questionnaire


Investment advisor client questionnaire is mainly prepared to help the investment advisor in knowing the prospective client’s investment requirement. This questionnaire helps the investment advisor in figuring out as to what kind of investment plans and products should be suggested to different clients. Few sample questions that may be included in this questionnaire are given below. These sample questions are designed to help those preparing an investment advisor questionnaire.

Investment Advisor Client Questionnaire

Name:

Address:

Occupation:

Contact Number:

  • Are you looking for good investment options?

a)      Yes

b)      No

  • What kind of investment requirement do you have? Please share the same in short.

_____________________________________

  • Have you ever dealt with any of the companies providing investment plans?

a)      Yes

b)      No

  • If ‘Yes’ please provide the name of the company whose investment plan you have opted for.

________________________________________

  • Please also provide some information about the investment plan opted by you.

________________________________________

  • Are you satisfied with the kind of services being provided by the company?

a)      Yes

b)      No

  • If you have not yet taken up an investment plan or are interested in making more investment then please share the kind of investment plan you are looking for?

_____________________________________

  • Have you heard about our company’s investment products?

a)      Yes

b)      No

  • Where did you hear about our company’s investment products?

a)      Through a friend/ relative/ colleague

b)      Television commercials

c)      Newspaper advertisements

d)     On the internet

  • Considering whatever information you have got about our company’s investment products do you think it is worth purchasing?

a)      Yes

b)      No

  • Would you like us to provide detailed information about our company’s investment products?

a)      Yes

b)      No

  • Is there any specific investment requirement you have? If ‘Yes’ then please share the same with us

__________________________________

  • Would you be interested in investing for long-term or short term?

____________________________________

  • Kindly provide us the details about your assets, liabilities and your average annual income so that we suggest you some good investment options based on it.

_____________________________________

Category: Investment Questionnaire

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