Wealth Management Questionnaire

June 17, 2011

A wealth management questionnaire is filled out by potential investors. The information gained from this questionnaire is to help the party that is going to help potential investors make appropriate investment. This is by gaining insight into various preferences of the investor for better financial needs.

Sample Wealth Management Questionnaire

Name: _____________________________________________________________

Date of Birth: ___________________________________________________________

Email: __________________________________________________________________

P.O Box _____________________ Telephone ________________________________

Financial Information

Your present income: * Under 100,000 * Under 500,000  * under1 Million *Under 5 million * Over 5 million

Your spouse’s income (if any) * Under 500,000 * Under 1 million  * under 3 Million *Under 5 million * Over 5 million

Total assets:  * Under 500,000 * Under 1 million  * under 3 Million *Under

5 million * Over 5 million

Life insurance $ ______________________________

Present finances

* Life insurance * Cash * Jewellery  * Mutual funds

* Real estate * Pension *Bonds

Investment detail

Proposed amount to be invested: ______________________________

Preferred currency  *USD  *EUR   * GBP

In which form is your proposed investment currently in?

* cash  * other investment  * other

Do you have an investment advisor?

* Yes  * No

Would you like to receive regular updates on your investment? * Yes *No

Can a company official call you? * Yes * No

Risk profile

* I can take high risk

* I prefer average risk

* I want no risk at all

What is your goal for investing? ________________________________________

Are there any further details you would like to discuss? ___________________________

Other information you want to provide: ___________________________

Download Wealth Management Questionnaire in Word Format

Leave a Comment

Previous post:

Next post: