Skip to content
Askalot

← All Other templates

Questionnaire template

Investment Enquiry Form

Collects a prospective investor's profile, goals, horizon, risk attitude and question so an adviser can follow up.

Preview

Other · Enquiry forms. All Other templates

Questions in this template

About You

  1. Tell us a little about yourself and what you would like to achieve, and one of our advisers will be in touch. It takes about five minutes.

  2. Completing this form does not create a client relationship and is not investment advice.

  3. On whose behalf are you enquiring?

    Choose one:

    • Myself
    • Myself and a partner or household
    • A company
    • A trust or charity
    • A client I advise

  4. What is your age?

    Condition: Shown to private investors

    Choose one from a list:

    • 18-24
    • 25-34
    • 35-44
    • 45-54
    • 55-64
    • 65 or older

  5. How much experience of investing do you have?

    Choose one:

    • None
    • A little
    • A moderate amount
    • A great deal

What You Are Looking For

  1. Which kinds of investment interest you?

    Choose any that apply:

    • Shares
    • Bonds
    • Funds or ETFs
    • Property
    • Pensions
    • Sustainable investing
    • Private markets
    • Not sure yet

  2. What is your main goal for this money?

    Choose one:

    • Grow it over the long term
    • Earn a regular income
    • Protect its value
    • Save for retirement
    • Save for a specific purchase
    • Other

  3. Please describe your goal.

    Condition: Shown when Other was chosen

    Open answer

  4. Roughly how much are you thinking of investing?

    Choose one:

    • Under 10,000
    • 10,000-49,999
    • 50,000-249,999
    • 250,000-999,999
    • 1,000,000 or more
    • Prefer not to say

  5. For how long do you expect to keep the money invested?

    Choose one:

    • Less than 1 year
    • 1-3 years
    • 3-5 years
    • 5-10 years
    • More than 10 years

  6. Which statement is closest to your view of investment risk?

    Choose one:

    • I want to avoid losses, even if growth is low
    • I can accept small ups and downs
    • I can accept moderate ups and downs for better growth
    • I can accept large ups and downs for the chance of high growth

Your Question

  1. What would you like to discuss with us?

    Open answer

  2. Are you already a client of ours?

    Choose one:

    • Yes
    • No

Getting in Touch

  1. How would you prefer to have your first conversation with us?

    Choose one:

    • Email
    • Phone call
    • Video call
    • In person

  2. Your name, email address and phone number

    Open answer

  3. Would you like to receive our market updates and newsletters?

    Choose one:

    • Yes
    • No