CFTC Investment Fraud Conversation Starter Kit Testing – Online Bulletin Board Participant Screener
Date: TBD
Length: 4 days, 20-30 minutes of engagement on the online bulletin board per day
Recruit 20 to seat 15-20 participants
S1. What is your gender?
Male
Female
S2. What is your age?
Record exact age. Terminate anyone younger than 40 or older than 65.
If respondent is hesitant, ask:
Which of the following categories best describes your age range?
20-29 [TERMINATE]
30-39 [TERMINATE]
40-49 [CONTINUE]
50-59 [CONTINUE]
60-65 [CONTINUE]
Older than 65 [TERMINATE]
Recruit a mix. Terminate anyone younger than 40 or older than 65. Monitor incidence rate and adjust age range to include participants younger than 30, if necessary to complete the panel.
S3. What is your total household income?
Do not read list of options, select range in which response lies. Monitor incidence rate and adjust to include the income range of $50,000-$59,999, if necessary to complete the panel.
Under $25,000 [TERMINATE]
$25,000 to $39,999 [TERMINATE]
$40,000 to $49,999 [TERMINATE]
$50,000 to $59,999 [TERMINATE]
$60,000 to $74,999 [CONTINUE]
$75,000 to $99,999 [CONTINUE]
$100,000 or more [CONTINUE]
S4. When it comes to family and personal investments like stocks, mutual funds, or other trading products, how likely are you to be involved in making decisions?
Very likely [CONTINUE]
Somewhat likely [CONTINUE]
Not too likely [TERMINATE]
Not at all likely [TERMINATE]
S5. Below is a list of financial products. Please select all that you have invested in, have significant knowledge about, or are interested in for investing.
Recruit only those that have invested in more than just stocks or shares, even in the “Other” category.
At least two-thirds need to have something other than stock, bond and mutual fund
Stocks or shares
Precious metals like gold or silver
Bonds
Mutual funds
ETFs (Exchange-Traded Funds)
Foreign currency trading (FOREX)
Any type of futures or options
Cryptocurrencies (Example: Bitcoin)
Other (Specify)
None of these [TERMINATE]
Don’t know [TERMINATE]
S6. Do you currently have involvement in and/or oversee your parents’ and/or other family members’ or peers’ financial portfolio(s), including advising their investment decisions?
Recruit a mix.
Significant involvement
Some involvement
Not very much involvement
No involvement at all
Don’t know/N/A
If qualified, record respondent’s information and provide invitation to participate in the online bulletin board. Let the respondents know that participation consists of 30 minutes of online engagement a day for four days. Collect contact information. This information is not to be provided to the CFTC.
Contact Name
Address and Email
Phone
| File Type | application/vnd.openxmlformats-officedocument.wordprocessingml.document |
| Author | Emilie Frank |
| File Modified | 0000-00-00 |
| File Created | 2021-01-21 |