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HSBC Research Questoinnaire (MBA Thesis)

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Hello:

You are invited to participate in Guilhem and Steffen's MOT MBA final thesis/project survey (Simon Fraser University in Vancouver/Canada in cooperation with HSBC Hong Kong). Approximately 100 people will be asked to complete a survey that asks questions about Online Banking. It will take approximately 5 to 10 minutes to complete the questionnaire.

Your participation in this study is completely voluntary. It is very important for us to learn your opinions.

Your survey responses will be stricly 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 Steffen Mueller by email at [email protected].

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

Where do you live?

What is your age range?

What is your gender?

Male

Female

What is your marital status?

Married

Single

What best describes your occupation?

Please indicate your current/expected yearly gross salary range. Responding to this question is voluntary.

Please indicate the highest level of education you have completed.

Do you use Internet banking?

Yes

How often do you use online banking services?

Which of these products/services have you used online in the last 2 months?

Apply for a personal/tax loan

Apply for a credit card

Apply for a home loan

Buy insurance (e.g. travel/home/accident)

Buy/sell foreign currency

Buy/sell stocks

Buy/switch unit trusts

Download to financial software (e.g. quickbooks)

Investment information, tools and services

Market information, tools and services

Open/renew a time deposit account

View bills electronically and then pay them online

Pay bills only

Transfer funds overseas

Transfer funds to another bank

Transfer funds to other account

View my investment balances

View my account balances

View my recent account transactions

View my recent credit card transactions

How important is it
for you to access the following services online?

	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary
Apply for a personal/tax loan	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

Apply for a credit card	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

Apply for a home loan	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

Buy insurance (e.g. travel/home/accident)	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

Buy/sell foreign currency	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

Buy/sell stocks	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

Buy/switch unit trusts	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

Download to financial software (e.g. quickbooks)	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

Investment information, tools and services	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

Market information, tools and services	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary
Open/renew a time deposit account	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

View bills electronically and then pay them online	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

Pay bills only	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

Transfer funds overseas	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

Transfer funds to another bank	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

Transfer funds to other account	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

View my investment balances	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

View my account balances	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

View my recent account transactions	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

View my recent credit card transactions	Absolutely valuable	Very valuable	Somewhat valuable	Neutral	Unnecessary

If you use the recent transaction history, how far back would you like to be able to search?

Would you value a customizable online environment? (i.e. be able to change the type of information presented, how it is presented, and the look and feel of the site)

Yes

Do you use more than one vendor/bank? (e.g. multiple banks or different trading accounts)

Yes

Please specify why you use several vendors/banks.

Do you feel secure transacting online?

Yes

Please describe any issues or concerns you have had with online banking.

What means of communication do you prefer?

Have you purchased insurance online?

Yes

How knowledgeable do you feel about the various types of financial investments?

Very knowledgeable

Not knowledgeable

What kind of investments would you like to make online?

Term Deposits

Mutual Funds

Retirement Saving Funds

Bonds

Securities/Stocks

Would you like to learn more about investments?

Yes

Which method of information gathering/learning would you prefer?

E-mail

Online demo

Informational Brochures (PDF)

Informational Brochures (mail)

Informational Courses (online)

Informational Courses

Chat room

Online friends and family environment pin up board

Would you be willing to pay for these services?

Yes

Have you filled out credit card applications online?

Yes

Have you used online services for mortgages and loans?

Yes

Thank you for answering our questions!

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HSBC Research Questoinnaire (MBA Thesis)

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