Investment Questionnaire Example


Investment questionnaire example is a type of questionnaire that addresses the investment needs of customers and finds out more about the consumer investment patterns. It offers insight into the investment pattern and identifies the core investment tools or areas of investment.

Sample Investment Questionnaire Example:

Name of the participant: ____________________________

Address: ________________________________________

Age: ___________

Email: ______________________

Q1. Do you currently own an investment portfolio?

  • Yes
  • No

Q2. What is the minimum investment that you have made annually in the recent past?

  • Less than $5,000
  • $5,000 – $10,000
  • $10,000 – $15,000
  • $15,000 – $20,000
  • $20,000 – $30,000
  • More than $30,000

Q3. Are your investments taken care of by an investment agency? If yes then please mention the name of the agency.

  • Yes
  • No
  • Agency Name:_________________

Q4. Which of the following areas have you invested in so far?

  • Stock Market
  • Mutual Funds
  • Bonds
  • Real Estate
  • Retirement
  • Forex
  • Offshore
  • Gold
  • Options and Futures
  • HYIP

Q5. Have you invested with any of the following “high yield investment programs?”

  • Brightmore Global Investment Management Ltd.
  • Western Sum
  • Powerful Strategy
  • Star Traders Inc
  • NSQ Invest
  • Unitrust Direct
  • RePro Finance
  • Felmina
  • Credit Program Bank
  • Monixa
  • Rockferry Fund
  • Golden Funds Profit

Q6. Stock markets are riskier investments vis-à-vis forex market.

  • Strongly agree
  • Agree
  • Disagree
  • Strongly disagree
  • Don’t know

Q7.Which of the following types of retirement plans would interest you the most for investment?

  • Government-sponsored Plans
  • Employer-sponsored Plans
  • Annuities
  • Personal Plans
  • Defined benefit plans
  • Death benefit plans
  • Defined contribution plans
  • 457 plans
  • Capital preservation investments
  • IRA

Category: Investment Questionnaire

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