Survey & WIN Campaign
(Brought specially to you by James Poon & Associates)

Thank you very much for your interest to participate in our survey. We are conducting this survey to understand our clientele profile, so that we can serve you better.

1. When was the last time you went through a personal financial review?

  Less than 3 months ago
  Between 3 months to 1 year ago
  Between 1 year to 3 years ago
  More than 3 years ago

2. Do you think you are sufficiently insured with Life Insurance (includes Disability, Early Stage Critical Illness & Critical Illness policies)?


3. Do you know how much you need for your Retirement?


4. What is your investment risk appetite?


5. Below are the areas that I am keen to find out more:

  Life & Disability Insurance
  Critical Illness & Early Stage Critical Illness Insurance
  Investment & Savings
  Retirement Planning
  Children Education Plan
  Medical Insurance / Medishield
  Insurance Claim
  Insurance Nomination & Will Planning
  Others (please specify in message box below)

6. Are you a regular user of the following social media tools (login at least once per week):

  Others (please specify in message box below)

Please Fill Up Your Details :

Name :
Company :
Designation :
Phone No :
Email :
Income Range :  <$30,000    $30,000 to $49,999    $50,000 to $74,999   $75,000 to $99,999   $100,000+
Referred By        
(if any):
Message :

If you have any enquiry or have any feedback, feel free to send us an email at