Free Financial Investment Options Questionnaire Template
Financial Investment Options Questionnaire
From:
[Your Company Name]
[Your Email] | [Your Company Website]
To:
[Your Client / Subscriber / User Name]
Date: [Month, Day, Year]
Dear [Your Client / Subscriber / User Name],
In our commitment to provide personalized financial services, we kindly request you to complete the following Financial Investment Options Questionnaire. Your responses will assist us in understanding your investment preferences and risk tolerance, enabling us to offer tailored investment solutions that align with your financial goals.
Please note that this questionnaire is for informational purposes only and does not constitute financial advice. All investment decisions should be made based on your own discretion and in consultation with a financial advisor.
|
Personal Information |
|
|
Name |
[YOUR NAME] |
|
|
[Your Email] |
|
Phone |
[123-3456] |
|
Investment Goal |
|
1. What's your main goal? ____________________________ |
|
Risk Comfort |
|
2. How do you feel about taking risks? ____________________________ |
|
Experience |
|
3. How much do you know about investing? ____________________________ |
|
Investment Types |
|
4. What interests you? ____________________________ |
|
Sustainable Investing |
|
5. Interested in eco-friendly or ethical investments? ____________________________ |
|
Please sign and date below to confirm your responses. Signature: _____________________________ Date: [Month, Day, Year] |
Send back to us via email at [Your Company Email] or mail to [Your Company Address].
Thanks!
[Your Name]
[Client Relationship Manager]
[Your Company Name]
