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Client Questionnaire Templates

Create professional client questionnaires in minutes

If you’re a leading financial adviser who wants to meet consumer expectations and proactively discuss your clients’ values and ethical investment preferences.

You receive four templates that represent industry best practice for client profiling and conversations that cover ESG issues, sustainability, and ethical preferences.

The templates are editable and designed so you can mix and match the sections and styles you like, and assemble one unique questionnaire.

OR, add your logo and use one straight away - they’re ready to go.


Here’s what you will get:

 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 leading ethical investment conversations 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 will be better at helping my clients with their wishes, which is always good.

Alysia Laird, Zebra Tailored Wealth