Active Investors

Select Ethnic origin
White BritishWhite EuropeanBlack CaribbeanBlack AfricanBlack OtherAsian/Asian BritishOther

Do you or any members of your family or close friends work in any of the following occupations, either now or in the past?

AdvertisingMarket ResearchMedia (TV, Radio, Magazine or Newspaper)Public RelationsMarketingRetail trading platform providersNone of these

Have you ever attended a market research group or a depth interview?

YesNo

What was the discussion about?

Which of the following statements applies to you?
I was born & brought up in the UKI was born & brought up outside of the UK

Where are you originally from?

How long have you lived in the UK for?
Less than 1 year1 – 2 years3 – 5 years5 – 10 years10 + years

Which of the following income bands best indicates your total personal income before taxes for the last year?
Under £35,000£35,000-£49,999£50,000-£59,999£60,000-£69,999£70,000-£90,000£90,000+

Can you confirm your working status?
Full timePart-timeNot workingRetired

Which of the following brackets do your total investable assets fall into?

Investable assets are savings and investments that can be turned into cash in the short or medium term and include cash, savings, investment funds (unit trusts/investment trusts), shares, bonds and ISAs (Individual Savings Accounts) but exclude any property and pensions.

Under £20,000£20,000 - £34,999£35,000 - £49,999£50,000+

Which of the following stock market-related investments do you currently have or regularly trade (minimum of 3 trades per month)?

Individual stocks & shares (Shares you hold in companies listed on the stock market)Traditional investment funds, e.g. unit trusts/OEICs/ICVCs, investments trusts (including tracker funds) (An investment fund contains a mix of shares and other types of investments)Exchange Traded Funds (ETFs) (A low cost fund that is bought and sold like a share, but typically tracks an index or a commodity)Fixed income securities/bonds (e.g. bonds issued by governments or companies that pay regular interest but whose value can fluctuate)Structured investment products (Stock market based products that have a variable return based on the performance of the FTSE 100 or other index and where your capital is fully or partially protected)Leveraged instruments/Derivatives, e.g. spread betting, contracts for difference (CFDs) (Investments where your return is linked to the performance of a stock or commodity, although you don’t actually buy the stock or commodity)Foreign Exchange (FX) Trading (The simultaneous buying of one currency and selling of another)Other stock market related investmentsNone of these

Which of the following stock market-related investments are you interested in investing in or trading in, in the next 12 months?

Individual stocks & shares (Shares you hold in companies listed on the stock market)Traditional investment funds, e.g. unit trusts/OEICs/ICVCs, investments trusts (including tracker funds) (An investment fund contains a mix of shares and other types of investments)Exchange Traded Funds (ETFs) (A low cost fund that is bought and sold like a share, but typically tracks an index or a commodity)Fixed income securities/bonds (e.g. bonds issued by governments or companies that pay regular interest but whose value can fluctuate)Structured investment products (Stock market based products that have a variable return based on the performance of the FTSE 100 or other index and where your capital is fully or partially protected)Leveraged instruments/Derivatives, e.g. spread betting, contracts for difference (CFDs) (Investments where your return is linked to the performance of a stock or commodity, although you don’t actually buy the stock or commodity)Foreign Exchange (FX) Trading (The simultaneous buying of one currency and selling of another)Other stock market related investmentsNone of these

You say you are interested in trading FX, have you done any research into it?
Yes, I have researched it online/read articles about itYes, I have spoken to friends/ family/colleagues who regularly tradeNon/a

How much experience would you say you have in trading and investing in foreign exchange (FX)?
NoneUnder 18 months18 months – 2 years2 – 5 years5+ years

There are now online trading and investment management services which enable you to view and manage your savings & investments (e.g. buying & selling shares, funds & other investments where you can add and withdraw money at any time).
Which of the following best applies to you?

I have used an online platform like this in the past, but do not use it anymoreI currently manage my investments on an online platform like thisI would never consider using an online platform like this

Which of the following providers do you use as your:

The main platform for trading and investing in foreign exchange?
CMCCity IndexForex.comeToroETX CapitalFXCMGKFXHargreaves LansdownIG TradingInteractive BrokersLondon Capital GroupPlus500RobinhoodSaxoSpreadexOther platform (write-in)

Which other investment platforms do you also use for trading and investing in foreign exchange?
CMCCity IndexForex.comeToroETX CapitalFXCMGKFXHargreaves LansdownIG TradingInteractive BrokersLondon Capital GroupPlus500RobinhoodSaxoSpreadexOther platform (write-in)

How many trades have you done in the last month?
None1 – 23 – 55 – 1010 – 1515 – 2020+

Which of the following best describes the degree of self-direction that you exercise when making a decision with regards to your investments?

I am totally self-directed/I manage my own investment portfolios independentlyI manage my investment portfolios but base my decisions in part upon advice received from a financial adviserMy financial adviser makes my investment decisions and manages my investment portfolios

How frequently would you say you adjust your investment portfolio?
Every weekEvery fortnightEvery monthEvery few monthsEvery six months or less frequently

How many years’ experience would you say you have of ‘active investing’ (i.e. where you have been adjusting your investment portfolio at least once a month)?
NoneUnder 5 years5 – 10 years10 – 15 years15 – 20 years20 years +

Would you be willing to be re-contacted in the future for this project specifically?

YesNo