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Private banking customers survey

We kindly ask you to devote 5 minutes of your time to answer all the questions.

Fields marked with * are mandatory.

What is the best way to invest available money or generate additional profit?
Which asset classes are best suited for you to invest in? (Select multiple options)
Do you have experience with alternative investments?
Which alternative investment solutions are you interested in? (Select all that apply)
What career fields, in your opinion, have the best potential for young people? (select up to 3)
If your children had to make decisions regarding their education, would you advise them to study abroad?
When would you consider transferring active management of your assets/property to your heirs?
Have you thought about any legal arrangements for how your children or heirs would take over the management of your business or assets/property (power of attorney, shares, etc.)
What concerns you most about leaving an inheritance:
Who have you discussed inheritance planning with?
What additional services from the bank or a partner selected by the bank would interest you? (Select multiple options)
Is having a foreign bank account relevant for you?
What are the main reasons you’d need a foreign bank account? (Select multiple options)
Gender
Your age