Investment Allocation Questionnaire

An investment allocation questionnaire is a process of assessing as to how much amount of investment an individual is going to allocate in different kinds of investment. Thus these types of questionnaires help in proper allocation of investment so that the investor gets maximum return.

Sample Investment Allocation Questionnaire

Name: First name: _______ Middle name: __________ Surname: _________

Address: Street address __________ City name ________ State name _________

Postal code _________

Residential Contact number: _____________ Mobile number: ________

Email id: _________________

Annual income: _______________

1. What is your main reason for making investments?

a) To fund daily expenses

b) To use the amount post retirement for security

c) For emergency situations

d) To have secure financial backup

2. Do you intend to make withdrawal from your investment amount in a short period of time?

a) Yes

b) Maybe

c) No

3. If the answer to the above question is yes, how fast do you intent to withdraw your investment?

a) After three months

b) After six months

c) After one year

d) After three years

4. When there is unfavorable condition in the market regularly, do you become impatient and often change your investment plans?

a) Always

b) Often

c) Sometimes

d) Rarely

e) Never

5. Do you expect a lump sum amount as return from your investment or small amounts regularly in short time period?

a) Lump sum amount

b) Small amounts regularly in short time period

6. How would you like to allocate the investment amount that you have in different types of investments?


Category: Investment Questionnaire

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