$97.00 AUD

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Client Questionnaire Templates

YOU RECEIVE ALL FOUR TEMPLATES!

Mix and match, edit, add your logo, update to your unique branding.

Discuss your clients' values and ethical preferences with a Responsible Investment Profiler that is unique to you and your clients.


 READY-TO-GO!

Add your logo and they are ready-to-use. All templates are delivered in MS Word format, so you can edit them to exactly what you need.


What you'll get:

  • Four Client Questionnaire Templates in MS Word format and ready-to-go.
  • Video instructions on how to add your logo, and edit the templates to suit your unique needs.
  • All templates are editable, so you can change the colours and match to your own branding.
  • TEMPLATE 1: OPEN-ENDED QUESTIONS
    This template is a great starting point with clients and provides general, open-ended questions. You can use this as your only questionnaire, or as a list of qualifying questions.
  • TEMPLATE 2: ETHICAL CONCERNS & PREFERENCES
    This template provides a framework for asking clients whether they would like to support, avoid, or minimise exposure, to certain ethical issues.
  • TEMPLATE 3: ESG AND RESPONSIBLE INVESTMENT PROFILER
    Delve a little deeper with your clients and use this template to discuss the ESG issues (environmental, social, and governance), that matter most to your client.
  • TEMPLATE 4: RANKING YOUR CLIENT'S VALUES AND ETHICAL PREFERENCES
    This template provides the opportunity for your client to rank the importance of different ethical preferences, and sustainability issues.

START DISCUSSING YOUR CLIENTS' ETHICAL PREFERENCES TODAY!


Payment Details:

  • One payment only.
  • Payment will be deducted from your Credit Card or PayPal account automatically and you'll be emailed a receipt from either Stripe or PayPal.

What People Are Saying:

I would highly recommend working with Alexandra for anyone who provides ethical investment advice to clients, especially financial advisers who have clients that want their portfolios to align with their values. Alexandra provides a professional service and knows all about ethical investing.

Paul Garner - Managing Director - Novo Wealth