Investment Experience Questionnaire

Investment Experience Questionnaire includes questions related to the experience of using an investment product. This questionnaire is designed for the clients to fill. It serves as a feedback for the investment companies as they get to know about the performance of their product as well as the client’s experience from it. Below mentioned are a few questions that may be included in an investment experience questionnaire.

Investment Experience Questionnaire Sample

Name:

Occupation:

Designation:

Contact Number Date of Birth:

Which company’s insurance products have you been using?

__________________________

Which investment product being offered by this company are you using?

___________________________

Are you satisfied with your decision about opting for this particular investment plan?

a) Yes

b) No

If ‘Yes’ please specify why? Which is the one thing that you like the most about this product?

______________________

In case you are not satisfied with this investment plan then provide the reason for he same.

_______________________

Have you opted for a long term investment plan or a short term?

________________________

Were you given complete information related to all the long term as well as short term investment plans available with this company?

a) Yes

b) No

Did you choose this particular plan after studying all the pros and cons of the same?

a) Yes

b) No

Did the company official provide you a clear understanding of all the terms and conditions attached to this investment plan?

a) Yes

b) No

If ‘No’ then please mention as to what was hidden from you?

________________________________

Did you question the company of hiding the information from you?

a) Yes

b) No

Do you think the investment plan opted by you suits your requirement perfectly?

a) Yes

b) No

If the answer to the above asked question is ‘No’ then please state as to what changes should be made to this investment plan in order to suit your requirement?

________________________