Premium Investment Questionnaire

A premium investment questionnaire is mainly designed at high net worth individuals who are looking at investment options but do not have the time to research on the options themselves. Such clients are catered to by premium investment service firms after a thorough analysis of the needs of the client through the premium investment questionnaire.

Sample Premium Investment Questionnaire:

First Name: _______________________ Last Name: _______________________________

Full Address: _______________________________________________________________

Phone Number: ________________________

Email id: _____________________________

Age: _____________

Q1. Which of the following premium investment service are you looking forward to?

a)   Regular advice on investments

b)   Customised service

c)   Access to the best fund managers of the world

d)   Others, please mention __________________________________________

Q2: What is the range of your portfolio of investments?


Q3. How much cost are your willing to pay for a premium investment service?

a)   < 1%

b)   1-3%

c)   More than 3%

Q4: Are you willing to accept the fund management terms of fund managers as provided by premium investment services given that the investments are mostly stock market related and there is no guarantee of income?

a)   Yes

b)   No

c)   May be

Q5: Have you taken the services of premium investment management from any firm before?

a)   Yes

b)   No

Q6: Do you currently have a personal advisor for your investment decisions?

a)   Yes

b)   No

Q7. What is your major consideration for any investment decision?

a)   Growth in the value of money

b)   Getting a return that is greater than inflation

c)   Investing only in liquid assets

d)   Others, please mention ______________________________________________

Category: Investment Questionnaire

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