Spring 2010 Questionnaire
At Willis Owen, we like to know what our investors are thinking. With this in mind, please take the time to complete this short questionnaire to help us gauge your opinions.
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How confident are you about the markets in contrast to this time last year?
More
Less
Same
Where do you think the FTSE 100 will close at the end of 2010?
<4,500
4,500-4,999
5,000-5,499
5,500-5,999
6,000-6,499
>6,500
No idea
This year, what type of ISA are you planning to purchase?
Stocks and Shares ISA
Cash ISA
Both
Neither
What do you find most difficult about ISA investments?
How much to invest
What to invest in
Filling in the forms
Knowing the allowance
Keeping up with the performance of all my investments
Why do you use the WIllis Owen service (please tick all that apply)?
Discounted Rates
Strong Customer Service
Easy and quick to use
Option to select from the full range of funds
Strong ISA Guide
Provide good information and guidance
Have you ever recommended Willis Owen to friends or family?
Yes
No
Which, if any of the following would you like Willis Owen to offer?
Cash ISAs
Pensions
Annuities
Inheritance Tax
Protection (Life Assurance, Critial Illness)
Equity Release
Share Dealing
Mortgages
Financial Advice
Which national Newspaper do you read
Daily Mail / Mail on Sunday
The Times / Sunday Times
Telegraph / Sunday Telegraph
None
Other, please specify:
We welcome client feedback and would like to give you the opportunity to let us know anything you feel would improve our services.
