Investment Survey Questionnaire


An investment survey questionnaire is a document which contains questions that are directed to a client, and which test the client’s response as to the nature of investment he is likely to participate in. The investment survey questionnaire is a critically important document and it allows investment agencies to determine the kind of investment to sell to a client or a potential customer. The document must be relevant and precise and the questions should be extremely pointed and interesting. They should be framed in a manner that will reveal the true interest of a potential customer.

Sample Investment Survey Questionnaire:

Please fill in the following questionnaire, ensuring that you answer all the necessary questions:

  1. As an investor, how do you allocate your stocks, bonds and investments?

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  1. When do you wish to draw money from your investments?
  • Between 1 and 2 years
  • Between 2 and 5 years
  • Between 5 and 10 years
  • Between 10 and 15 years
  1. If you owned a stock investment that loses over 20% in the space of 2 months, what would you do from the following options?
  • Sell the investment that remains
  • Sell some amount of the investment that remains
  • Hold on to the investment and not sell anything at all
  • Buy some more of the investment and hope that stocks get stabilized.
  1. Are you an investor who prefers investing in low risk investments even if they yield less returns as compared to high risk investments which fluctuate a lot in value but yield comparatively higher dividends?
  • Yes
  • No
  • Not sure
  1. In case of a market crisis, would you prefer to sell off the high risk investments and invest that money in low risk investments?
  • Yes
  • No
  • Not sure
  1. Do you think that your income is likely to be stable in the years to come?

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Category: Investment Questionnaire

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