SF Upcoming PAID study on Personal Capital - August 2011

1. SF Upcoming PAID study on Personal Capital - August 2011

Thank you for taking the time to answer these brief questions. As always, we appreciate your input as a valuable Plaza Research respondent. We have a new study on Entertainment that you may be interested in.

We are currently looking for people 40-65 years old who manage their personal capital in certain ways. This study is a 90-minute in person interview in San Francisco on August 24th or August 25th. You will receive a $150-$200 honorarium for your participation.

IF you qualify based on the answers provided THEN you will receive a call back. However due to the popularity of our surveys and groups, we can't contact everyone.

Please note that all responses will be returned on a first come, first served basis until the studies are full.

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* 1. Contact Information

Name

Cell Phone

Home Phone

Work Phone

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* 2. What is your gender?

Male

Female

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* 3. In which age range do you fall?

Under 35

35-39

40-49

50-60

61-65

66-70

71+

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* 4. What is your approximate household income, before taxes?

Under $60k

$61k-$100k

$101k-$200k

$201k-$300k

$301k+

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* 5. How much money do you have available in investible assets?

Under $100k

$100k-$200k

$201k-$300k

$301k+

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* 6. What is your current employment status?

Employed full time

Employed part time

Full time student

Stay at home parent

Retired

Not working/looking for work

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* 7. Which of the following financial accounts do you have, if any? Check all that apply.

Checking/Savings account

Investment account

Retirement account

Credit card account

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* 8. Do you use online banking?

Yes

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* 9. Do you invest online or check your investments online at least once a week?

Yes

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* 10. Employment Information

Job Title

Company Name

Industry

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* 11. Do you use an online or software money management tool to help manage your money? (such as Mint.com or Quicken)

Yes

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* 12. How open would you be to using an online tool to help aggregate your financial and investment information online?

Very interested

Somewhat interested

Neither interested nor disinterested

Not very interested

Not at all interested

**IMPORTANT: PLEASE PUSH THE "DONE" BUTTON AT THE BOTTOM OF THIS SCREEN. YOUR ANSWERS WILL NOT BE SAVED WITHOUT DOING SO!**

Thank you for participating in our survey. IF you qualify based on the answers provided THEN you will receive a call back. However due to the popularity of our surveys and groups, we can't contact everyone. Please note that all responses will be returned on a first come, first served basis until the studies are full.

*****REFERRALS ARE GREATLY APPRECIATED!*****

Question Title

* 1. Contact Information

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* 2. What is your gender?

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* 3. In which age range do you fall?

Question Title

* 4. What is your approximate household income, before taxes?

Question Title

* 5. How much money do you have available in investible assets?

Question Title

* 6. What is your current employment status?

Question Title

* 7. Which of the following financial accounts do you have, if any? Check all that apply.

Question Title

* 8. Do you use online banking?

Question Title

* 9. Do you invest online or check your investments online at least once a week?

Question Title

* 10. Employment Information

Question Title

* 11. Do you use an online or software money management tool to help manage your money? (such as Mint.com or Quicken)

Question Title

* 12. How open would you be to using an online tool to help aggregate your financial and investment information online?

Question Title

* 13. ******FOR COMPANY USE ONLY****** (Please press next)

* 13. FOR COMPANY USE ONLY
(Please press next)