Emergency Fund Questionnaire

This form is to guide us on getting you the right platform to best store your emergency fund. Ex: money market, savings account etc

Subject *

Email *

Full Name *

Date of Birth *

What is your occupation? *

Do you have a savings account with your current bank? *

Yes I do

No I don't

No but I would like to

Do you have an existing money market fund? *

Yes

Other

Do you want to open a joint account or individual account? *

Joint

Individual

Both

Would you like to open a dollar money market fund? (Kindly note the minimum deposit is $100) *

Yes

How often do you anticipate the need to withdraw? *

Often, I'd like to have access to my funds immediately when I need them

Not often, I want my money to grow

Maybe once or twice in a year

Other

What is the goal for this money market fund? *

To act as my income protector should I face unemployment

To store a lump sum of money and let it grow

To save towards my child's education

To save towards my retirement

Other

How disciplined are you when it comes to your finances? *

Very disciplined

Not disciplined at all

I'm disciplined sometimes

Other

Preferred Contact Method *

Phone Call

Text/WhatsApp

Any of the above

If you prefer a phone call/text WhatsApp kindly share your number:

How did you hear about us? *

@thesoftlifespecialist

@lerisqueafrica

Just Ivy

Other

Submit

Nairobi • Kenya