MARKET RESEARCH – Project High Net Worth

We are looking for people to take part in a 1 hour interview at a location convenient to you about banking and investments.

Please answer the questions below.

Name:

Telephone number:

Home Postcode:

Age:

Occupation:

Job Title:

Industry

Working status i.e. full time, part time, etc

Occupation and job title of chief income earner in the household:

Who do you live with in your household?

If you have children, please tell us their ages.

Which of the following best describes your personal annual income?

• Under £50k
• £50k-£99k
• £100k+

Which of the following best describes the value of your personal liquid assets?

• Under £1m
• Over £1m

With which of the following banks, if any, do you have a Private Banking Relationship with?

• Coutts
• ABN Amro PB
• Citi PB
• Deutsche Bank/Deutsche AWM
• HSBC Private Bank
• JP Morgan WM
• Other – Please specify
• I do not have a Private Banking Relationship

If you have Private Banking Relationship, do you have a Relationship Manager? Yes/No?

If you have a relationship manager, how often do you meet with the relationship manager?

Which of the following wealth management services do you use for your account?

• Transactional banking 9current accounts, etc)
• Deposit/Money Market/Savings Account
• Investment Management Advice/Services
• Currency/International Accounts
• Credit Cards
• Mortgages
• Other Loans
• Stockbroking/trading services
• IFA
• Other
• None of the above

Please forward this on to anyone you know who may be interested.
 

Unfortunately, it is impossible to reply to all emails or phone messages.   We receive lots of responses to researches that are emailed out. You will be contacted by phone if your application is successful. However, we apologise if you do not hear from us, but please keep trying for future projects that are sent out.

We look forward to hearing from you.
 
Kind regards,
 
 
Daliah Salem
trend MARKET RESEARCH LTD