Savings and Investment Questionnaire
Full Name
*
Phone
*
Email
*
What type of Savings Plan are you enquiring about?
*
Children's Savings Plan
Small Gift Exemption Savings Plan
Regular Savings Plan
Lump Sum Investment
Corporate Investments
Other
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Roughly how much you are looking to invest?
Lump Sum
*
Regular Monthly Contributions
*
€
How would you describe your investment knowledge?
*
Expert: I have in-depth knowledge of how investments work.
High: I have a good understanding of the different types of investments and their risks
Moderate: I have knowledge of the basic types of investments and their risks
Little: I have little knowledge about investments and their risks.
None: I have no investment knowledge.
Any Additional Information?
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