MARKET RESEARCH – Project Investments

We are looking for males and females aged 35-65 to take part in a face to face interview in London about investments and financial products

Please answer the questions below.

Name:

Telephone number:

Home Postcode:

Age:

Ethnicity:

Nationality:

Occupation:

Occupation of chief income earner in the household:

Working status i.e. Full time, part time, retired, student etc.

Industry sector:

Who do you live with in your household?

If you have children, please tell us their ages?

Are there any financial providers you would NOT consider using in the future?

Which bank do you hold your MAIN primary current with?

Are you currently registered for mobile banking with your main primary current account? Yes/No?

If you are currently registered for mobile banking, how often do you log in to that account?

Which of the following brackets does your INDIVIDUAL income fall into?

• Under £30,000
• £30k-£50k
• £50k-£70k
• £70k-£100k
• Higher than £100k

Which if any of the following financial products do you currently hold in your name?

• Current account
• Savings account
• Cash ISA
• Investments
• Stocks and Share ISA
• Pension
• Loans
• Mortgage
• Credit cards
• None of these

If you have savings which bracket below do they fall into?

• Under £5k
• £5k-£25k
• £25k-£50k
• £50k-£75k
• £75k-£100k
• Higher than £100k

Are you currently saving to buy for your first home? Yes/No?

If applicable, do your investments or stocks and shares ISA’s include a managed fund (i.e., this is an investment account where your money is pooled together with other investors, and is managed by a fund manager (NOT AN IFA – managed funds could include investment funds held in property, open-ended companies, unit trusts, investment trusts, index funds or mutual funds)?

Approximately what percentage of your investments is held in managed funds?

• Under 35%
• Over 25%

How much money do you currently hold in managed funds?

• Less than 35k
• Higher than £35k

What other types of the following investments do you hold?

• Share dealing account
• Pension
• Workplace company shares
• Premium bonds
• Online investment portfolio i.e., Nutmeg, MoneyFarm, Wealthify etc)
• Unit trusts and open-ended investment companies
• Investments trusts
• Tracker funds
• REIT’s
• Fidelity fund
• Mutual funds
• Index funds
• Exchange traded funds
• Hedge fund
• Venture capital trusts
• None of these

Who do you hold investments with?

• Halifax
• Lloyds Bank
• Barclays
• RBS
• Santander
• HSBC
• Barclays Stock Brokers
• Hargreaves Landsdown
• Fidelity
• TD Direct
• Alliance Trust
• Interactive Investor
• AJ Bell Youlnvest
• The Share Centre
• Charles Stanley Direct
• Trustnet Direct

In the last 2 years, have you done any of the following?

• Made one or more new investment
• Sold one or more investment
• Neither so, or made a new investment
• None of these

Did you consult anyone else when you made/sold the investment, if applicable?

• Independent financial advisor
• Accountant
• Partner or family members
• Other

Do you solely use an independent financial advisor to advise on the purchase of investments? YES/NO?

If you have been invested independently, how long have you been doing this for?

Which make and model mobile phone do you currently own and use?

We require all day floaters for this study – please confirm if you are available all day YES/NO?

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