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?

________________________

  • Looking at the kind of services being provided, would you like to try another investment product from the same company?

a)      Yes

b)      No

Category: Investment Questionnaire

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