Online screening questionnaire – Trade

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Thanks!

Before we begin, I would like to assure you of our commitment to privacy protection and that any information you provide will be treated confidentially, stored securely, and deleted when no longer needed. Neither your name nor the name of your organisation will be revealed to any third party not connected with this study, and you will be given the opportunity to remain anonymous.

Your information is used solely for the purposes outlined in this survey. We will keep your data confidential and never sell or resell it for any other purpose. Participation is voluntary and can be discontinued at any time.

Can we proceed based on the above?*

Yes

Thank-you for the time you have taken to review this discussion – I will contact you about different projects in the future, if this is of interest to you?

SQ 1) Firstly, have you, anyone in your household, immediate family or any close friends ever worked in any of the following industries?*

a) Public Relations

b) Advertising, Marketing, Market Research

c) The Media (Journalism, TV, Radio, etc.)

d) Social Media vlogger/blogger

e) Retail Banking

f) None of the above

Please select one or more options: MULTICODE

SQ 2a) Could you please can you tell me your age?*

Please record above

SQ 2b) How do you currently identify?*

a) Male

b) Female

c) Intersex

d) Agender

e) Genderfluid

f) Non-binary/ Gender non-conforming

g) Unsure / Prefer not to say

h) Other

Please select one option: SINGLE CODE

SQ 3) Where is your business based?*

a) North England

b) Midlands

c) South England

d) Scotland

e) Wales

Please select one option: SINGLE CODE

SQ 4a) And which of the following best applies to you personally?*

a) Working full-time – Employed

b) Working part-time (including semi-retired) – Employed

c) Working full-time - Self-employed

d) Working part-time (including semi-retired) - Self-Employed

e) Unemployed

f) Retired

g) Studying

h) Other (please specify below)

Please select one or more options: MULTICODE

Please specify below*

SQ 4b) What is your profession and job role or job title?*

Please record above: ONE SENTENCE ONLY

SQ 5) Can you please tell me who tends to make your business’s financial decisions?*

a) I alone

b) Myself, jointly with someone else / others

c) Someone else

Please select one option: SINGLE CODE

Please specify below*

SQ 6a) Does your business regularly trade internationally?*

a) Yes, we regularly export/provide services internationally

b) Yes, we regularly import/use services or goods from abroad

c) Yes, we regularly both import and export

d) No, we do not trade internationally, but were trading less than 6 months ago

e) No, we do not trade internationally and have not done so in the past 6 months

Please select one option: SINGLE CODE

SQ 6b) Which of the following best describes how your business will trade internationally in the future?*

a) The business will continue to trade internationally on a regular basis in the future at a consistent level

b) The business is planning to increase the amount of international trade within the next 12 months

c) The business will likely concentrate on domestic trading and cease international trading in the next 12 months

d) We do not currently trade internationally and have no plans to in the future

e) We do not currently trade internationally, but have plans to do so in the next 12 months

f) We do not currently trade internationally, but have plans to do so in the next 2 to 5 years or later

Please select one option: SINGLE CODE

SQ 6c) Within which international geographical locations does your business currently trade?*

a) Europe (within EU and including Norway, Switzerland)

b) North America (USA, Canada)

c) Latin America

d) China

e) Southeast Asia

f) India

g) Africa

h) United Arab Emirates (UAE)

i) Middle East

j) Other

Please select one option: SINGLE CODE

Please specify below*

SQ 6d) Why is your business not currently trading internationally?*

Please record above: ONE OR TWO SENTENCES

SQ 6e) Does your business currently have a Currency (NOT current) account, or not?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 7a) What is the annual turnover of the business you work for?*

a) Under £100k annual turnover

b) £100k-£1m annual turnover

c) £1m-£3m annual turnover

d) £3m-£10m annual turnover

e) £10m-£25m annual turnover

f) £25m-£100m annual turnover

g) £100m+ annual turnover

Please select one option: SINGLE CODE

SQ 7b) How long has your business been operating?*

a) Under 2 years

b) 2-5 years

c) 5-10 years

d) Over 10 years

Please select one option: SINGLE CODE

SQ 7c) How many people are employed within the business you work for?*

Please record above

SQ 8) Which of the following best describes the sector your business belongs to?*

Professional & Legal Services (e.g. legal, accounting, advisory)

Consulting & Business Services

Real Estate & Property

Financial Services

Healthcare & Life Sciences

Education & Training

Media, Marketing & Creative Services

Hospitality, Leisure & Tourism

Technology

Telecoms

Manufacturing

Construction & Trades

Wholesale & Distribution

Retail (online and/or physical)

Logistics, Transport & Supply Chain

Energy, Utilities & Sustainability

Clubs, Charities, or Societies

Other (please specify below)

Please select one option: SINGLE CODE

Please specify below*

SQ 9) For each of the following banks, please indicate: a) The main bank your business uses (e.g. where most income is received, and most spending is done); b) Banks your business also uses, but not as your main one; c) Banks your business doesn’t use but would consider in future; d) Banks your business would never consider using*

	a) Your Main bank	b) other banks	c) Would consider	d) would never use
1) HSBC
2) Lloyds
3) Halifax
4) RBS
5) Barclays
6) Nationwide
7) Santander
8) Bank of Scotland
9) NatWest
10) TSB
11) First Direct
12) Starling
13) Monzo
14) Revolut
15) Tide
16) N26
17) Chase

Please click once in column a): SINGLE CODE Several times (if necessary) in columns b), c), d): MULTICODE

18) Other (please specify any other banks you would use, consider, or never use)

SQ 10ai) Which of the following products do you hold with the main bank your business uses?*

a) A business current account

b) A business credit card

c) Business insurance (e.g. public liability, professional indemnity)

d) Commercial vehicle insurance

e) Business savings account

f) Business loan or overdraft

g) Business investment or commercial mortgage

h) Merchant services (e.g. card payment processing)

i) Other (please specify below)

Please select one or more options: MULTICODE

Please specify below*

SQ 10aii) Which of the following products do you hold with any other banks your business uses?*

a) A business current account

b) A business credit card

c) Business insurance (e.g. public liability, professional indemnity)

d) Commercial vehicle insurance

e) Business savings account

f) Business loan or overdraft

g) Business investment or commercial mortgage

h) Merchant services (e.g. card payment processing)

i) Other (please specify below)

Please select one or more options: MULTICODE

Please specify below*

SQ 10bi) Do you trade internationally?*

a) Yes, we do trade internationally

b) No, we do not trade internationally

Please select one option: SINGLE CODE

SQ 10bii) Thinking about the use of your business banking relating to international trade, which of the following do you conduct on a regular basis?*

a) Transactional foreign exchange

b) International payments

c) Risk management foreign exchange

d) Standby letters of credit

e) Bonds and guarantees

f) Documentary Letters of Credit

g) Documentary collections

h) Clean collections – process cheques and bills of exchange without any accompanying documentation

Please select one or more options: MULTICODE

SQ 10c) How do you primarily make these transactions?

	1) Main business current account / our primary business bank	2) Secondary business current account	3) A Currency account held with our main business bank	4) A Currency account held with a secondary business bank	5) A Currency account held with a specialist provider	6) Directly via a specialist provider	7) Other / not used
i) Transactional Foreign Exchange
ii) International Payments
iii) Trade Products

Please click at least once in each row

SQ 10d) If you have a currency account, how likely would you be to change your current Currency Account provider in the future?*

a) Very likely

b) Somewhat likely

c) Neither likely nor unlikely

d) Unlikely

e) Very unlikely

f) We don’t have a currency account

Please select one option: SINGLE CODE

SQ12e) If you have a currency account, which currencies do you use in your currency account?*

a) US dollar (USD)

b) Euro (EUR)

c) Japanese yen (JPY)

d) Australian dollar (AUD)

e) Canadian dollar (CAD)

f) Swiss franc (CHF)

g) Chinese renminbi (CNH)

h) Hong Kong dollar (HKD)

i) New Zealand dollar (NZD)

j) US dollar (USD)

k) Other (specify)

l) We don’t have a currency account

Please select one or more options: MULTICODE

Please specify*

Thank you for taking the time to complete these screening questions.

Please note that if you are accepted, your interview will be recorded and transcribed, but only the project teams will have access to this material.
If interviewed, your recordings will not be used for marketing purposes or shared with any third parties. You have the right to access, correct, or withdraw your data from this research at any time, or to restrict or object to its processing.
If you choose to withdraw, please contact us and all recordings will be immediately deleted.
All recordings and transcripts will be deleted once the project is complete, and any resulting analysis will be depersonalised to protect your anonymity.

SQ 13a) For this session, will you have access to a desktop device or laptop with a working camera and microphone?*

a) Yes

b) No

Please select one option: SINGLE CODE

SQ 13b) If you get selected to participate, please note that video calls will be recorded for research purposes.*

a) I understand and consent

b) I do not consent

Please select one option: SINGLE CODE

APPOINTMENT

Thank you - I’d be grateful if you could advise of two or three suitable interview times, so that we can speak for up to 60 minutes.*

Earliest Date and Time*

Next Date and Time (if available)

Thank-you - I would be grateful if you could confirm a few final details:

Your Name*

Your exact Job Title*

Job title of person you report to*

Company name*

Phone (inc international dialling code)*

Email*

LinkedIn profile link