We are looking for people to take part in a 1 hour interview at a location convenient to you about banking and investments.
Dates available on Thursday 10th and Friday 11th December 2015
Please answer the questions below.
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?
Which of the following best describes the value of your personal liquid assets?
With which of the following banks, if any, do you have a Private Banking Relationship with?
ABN Amro 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
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.