Personal Investment Survey - copy

The objective of this survey hopes to determine the investment pattern amongst a demographic spread of individuals

Results are available only to the author

Which category below describes your age?

16-2425-3435-4445-5455-6465 and above

Gender?

MaleFemale

Do you have children

YesNo

If Yes, How many?

Religious belief

ChristianMuslim

If 'Other', please specify

How do you describe your occupational status

StudentPaid employmentSelf employedUnemployedOther

If 'Other', please specify

Do you invest?

YesNo

If 'No', Why?

How often do you invest?

DailyWeeklyMonthlyQuarterlyRandomly

How much of your monthly income would you be prepared to invest?

10,000 or below10,001-50,00050,000-100,000100,001-150,000150,001-above

Are you currently under an investment plan with any financial institution?

YesNoOther

If 'Yes', where do you invest and why there?

If 'No', why is that so?

If 'Other', please explain

Do you consider ethics, culture or religion when you invest?

YesNoIndifferent

If 'Yes', what features in an investment product will make it permissible for you to invest?

Do you find it easy to locate a financial institution for investment purposes?

YesNoOthers

If 'Other', please specify

Looking into your investment habit, what would characterise your investment habit

Immediate (0-3 months)Short terms (3-6 months)Medium term (6-12 months)Long term (12months and above)

What asset class do you usually invest in?

Equities (Shares/Stocks)Fixed Income (Treasury bills/Government bonds)Foreign exchangeReal estateCommodity (e.g Gold)Other

If 'Other', please specify

When investing, what factors would you focus on

Liquidity of investmentRisk/Return on investmentTime/maturity of investmentCompany reputation and financial statementOthers

If 'Other', please specify

How often is the investment product you invest in tailored to meet your needs

All the timeMost timesSometimesVery few timesNever

Any additional comment

How effective and helpful are the customer service staff and other employees at the investment firm you patronize?

Overall, are you satisfied, neither satisfied nor dissatisfied or dissatisfied with the investment firm you patronize?

SatisfiedNeither satisfied nor dissatisfiedDissatisfied

Why is that so?

How likely will you recommend your investment firm to others?

LikelyindifferentUnlikely

Why is that so?

What will you say is the best means of brand communication

TelevisionRadioNewspaperMagazineInternetSmsOthers

If 'Other', please specify

Any additional comment you will like to add?