|
Investor survey
|
Contact Information |
| All items in red are
required fields. |
First Name:
|
|
Last Name: |
|
Phone Number:
|
|
E-mail:
|
|
How did you hear about us? |
|
Internet Search |
Referred by another investor |
|
Fast Track to Cash Flow Event |
Fast Track to Cash Flow (Inner Circle) Member |
|
Seminar |
Advertisement |
|
Other [please specify:
] |
Tell Us About Yourself |
| Age:
20-30
31-45
46-65
65+ |
What is your profession? |
|
Business Owner |
Professional |
|
Trades Person |
Office/Clerical |
|
Retiree |
Other [please specify:
] |
Number of Years Investing |
|
0-5
6-10
10-25
>25 |
Investing Style |
|
Very conservative (defined as mainly an investor in GICs, CDs, T-Bills) |
|
Conservative (defined as an investor with a substantial mix of bonds, equities, mutual funds) |
|
Aggressive (defined as an investor with a portfolio largely composed of equities and mutual funds) |
|
Very Aggressive (defined as an investor with a multi-faceted portfolio, including large, mid, and small-capitalization companies, penny stocks, use of derivatives, etc.) |
Investment Horizon |
|
0-5 years
6-10 years
>10 years |
What type of investment funds are you working
with? |
|
Cash |
Personal Line of Credit (PLC) |
|
Registered retirement savings (RRSP) |
Other [please specify:
] |
When will your funds be available? |
|
|
What is the amount of investment funds you are
currently looking to invest? |
|
|
|
|
Do you currently own real estate? |
|
Yes If yes, please select all of the following that you own: |
Primary Residence |
|
No |
Secondary or Holiday Residence |
| |
Income-producing properties |
| |
Time Share |
What is the best time to contact you? |
|
Morning
Afternoon
Evening |
What is the best way to contact you? |
|
Phone |
E-mail |
|
Other [please specify:
] |
|
|
| |
|
|
|
|
