Survey LP – Faison Capital

Faison
Capital Survey

Our multi-disciplined team works with owners to implement those skills, reaching millions more customers and fast tracking growth.

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Our multi-disciplined team works with owners to implement those skills, reaching millions more customers and fast tracking growth.

Name *

First

Last

Company Email *

Company Email *

Phone Number *

1. When do you expect to need to withdraw any potential investment: *

Less than 1 year
1-3 years
4-6 years
7-9 years
10 years or more

2. Which statement best describes your knowledge of investments? *

I have very little knowledge of investments and financial markets.
I have a moderate level of knowledge of investments and financial markets.
I have extensive investment knowledge; understand different investment products and follow financial markets closely.

3. What is your primary goal for any future investment: *

I want to keep the money I have invested safe from short-term losses or readily available for short-term needs.
I want to generate a steady stream of income from my investments and I am less concerned about growing the value of my investments.
I want to generate some income with some opportunity for the investments to grow in value.
I want to generate long-term growth from my investments.

4. What is your annual income (from all sources)? *

Less than $25,000
$25,000 – $49,999
$50,000 – $74,999
$75,000 – $99,999
$100,000 – $199,999

5. Do you have the capacity to invest $150k or more? *

Yes
No

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