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?

Gender?

Do you have children

If Yes, How many?

Religious belief

If 'Other', please specify

How do you describe your occupational status

If 'Other', please specify

Do you invest?

If 'No', Why?

How often do you invest?

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

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

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?

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?

If 'Other', please specify

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

What asset class do you usually invest in?

If 'Other', please specify

When investing, what factors would you focus on

If 'Other', please specify

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

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?

Why is that so?

How likely will you recommend your investment firm to others?

Why is that so?

What will you say is the best means of brand communication

If 'Other', please specify

Any additional comment you will like to add?