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Hello:
You are invited to participate in our survey [Project Description Here]. In this survey, approximately [Approximate Respondents] people will be asked to complete a survey that asks questions about [General Survey Process]. It will take approximately [Approximate Time] minutes to complete the questionnaire.

Your participation in this study is completely voluntary. There are no foreseeable risks associated with this project. However, if you feel uncomfortable answering any questions, you can withdraw from the survey at any point. It is very important for us to learn your opinions.

Your survey responses will be strictly confidential and data from this research will be reported only in the aggregate. Your information will be coded and will remain confidential. If you have questions at any time about the survey or the procedures, you may contact [Name of Survey Researcher] at [Phone Number] or by email at the email address specified below.

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.

 
 
1. Please indicate whether you use any of the following products/services and rate your level of satisfaction with each of the products/services. Please indicate, by circling a number between 1-5, your level of satisfaction with the following products/services. 1 indicates that you are not at all satisfied, 5 indicates that you are extremely satisfied. Circle N/A if you do not use the product/service.
Not at all SatisfiedExtremely Satisfied
Not at all Satisfied Not Satisfied Neutral Satisfied Very Satisfied N/A
* Brokerage
* Business Deposit Account
* Business Loan
* Home Loan
* Investment Management Services
 
 
 
2. In the next year, I anticipate that my use of First Republic services and products will: (Circle One)
 
Increase
 
Decrease
 
Stay the same
 
 
 
* 3. How long have you been a client of [ ] Bank? (Circle One)
 
Less than 1 year
 
1 to 2 years
 
2 to 3 years
 
3 to 5 years
 
5 to 10 years
 
10+ years
 
 
 
4. What is your age group? (Circle One)
 
20-29
 
30-39
 
40-49
 
50-59
 
60-69
 
70-79
 
80+
 
 
 
5. Indicate the highest level of education you completed? (Circle one)
 
High School
 
Some College
 
College Degree
 
Graduate School
 
Other
 
 
 
 
* 6. What is the number of adults (age 25 and over) in your household?
   
 
 
 
* 7. What is the number of dependents (under the age of 25) in your household?
   
 
 
 
* 8. Do you own your home or rent? (Circle One)
 
Own
 
Rent
 
 
 
* 9. What is the approximate market value of your primary residence? (If you don’t know, please estimate by circling the most appropriate range below)
 
Under $250,000
 
$250,000-$499,999
 
$500,000 to $999,999
 
$1,000,000 to $1,999,999
 
$2,000,000 to $2,999,999
 
$3,000,000 to $4,999,999
 
$5,000,000 to $9,999,999
 
$10,000,000 to $14,999,999
 
$15,000,000 and up
 
Other