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Investing
Dear Sir or Madam, please take a few minutes of your time to complete the following questionnaire.
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Investing Update
1
Do you want to purchase more stocks ?
New ones, not more of the current ones.
Yes
No
2
Do you want purchase new ETFs in addition to our currents ones or keep investing in our current ones ?
Select one answer
Keep the same
Add more
3
Do you want to purchase more of our current stocks ?
Select one answer
Yes
No
4
What position(s) would you like to remove ?
Ex: Stocks, ETFs, Mutual Funds, Bonds, CDs
5
What position(s) would you like to add more of ? or New positions you would like to add ?
Ex: Stocks, ETFs, Mutual Funds, Bonds, CDs
6
What would you like to see happen in this account ?
7
Type of investing you would like to see.
Select one answer
Conservative
Moderately Conservative
Moderate
Moderately Risky
Risky
8
Do you want to purchase Mutual Funds ?
Select one answer
Yes
No
9
Would you like to apply for Margins on this account ?
Select one answer
Yes
No
10
How often would you like to see us invest the funds in our account ?
Select one answer
Monthly
Every 2 months
Quarterly
Semi-Annually
Yearly
11
What is your biggest issue/complaint when it comes to this account ?
12
What can I do better when it comes to the account ?
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