FS. Finances

This module is about financial assets respondent ever had. Content include stocks, shares, mutual funds, retirement account, life insurance, and business.

item label type description
MERGEID System generated Person identifier (fix across modules and waves)
HHID3 System generated Household identifier wave 3
COUNTRY System generated Country identifier
WAVEID System generated Identifier of original wave
SPLIT System generated Household split identifier
LANGUAGE System generated Language of questionnaire
CVID System generated Coverscreen sequence identifier (wave specific)
FS002 Question Ever had any stocks or shares
FS003 Question When invested in stocks first
FS004 Question Ever had any mutual funds
FS005 Question When invested in mutual funds first
FS006 Question Ever had retirement account
FS007 Question When subscribed to retirement account first
FS008 Question Ever taken out a life insurance policy
FS009 Question When taken out a life insurance policy first
FS010 Question Ever owned business
FS011 Question When first owned business
HH017 Question Total household net income in average month
Start of FS. Finances
 
FS002

Ever had any stocks or shares

HAVE YOU EVER HAD ANY MONEY IN STOCKS OR SHARES (LISTED OR UNLISTED ON STOCK MARKET)? IWER:STOCKS ARE PIECES OF PAPER THAT SHOW THAT THE PERSON OWNS PART OF A CORPORATION AND HAS THE RIGHT TO RECEIVE DIVIDENDS FROM IT.
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If Ever had any stocks or shares = 1. Yes
5. No »
 
   
 
FS003

When invested in stocks first

IN WHICH YEAR DID YOU INVEST MONEY IN STOCKS OR SHARES FOR THE FIRST TIME?
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FS004

Ever had any mutual funds

HAVE YOU EVER HAD ANY MONEY IN MUTUAL FUNDS OR MANAGED INVESTMENT ACCOUNTS? IWER:MUTUAL FUNDS ARE A POOL OF MONEY BELONGING TO MANY INVESTORS WHO TRUST A MANAGER TO INVEST IT IN STOCKS AND/OR BONDS.
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If Ever had any mutual funds = 1. Yes
5. No »
 
   
 
FS005

When invested in mutual funds first

IN WHAT YEAR DID YOU INVEST MONEY IN MUTUAL FUNDS OR MANAGED INVESTMENT ACCOUNTS FOR THE FIRST TIME?
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FS006

Ever had retirement account

HAVE YOU EVER SUBSCRIBED TO AN INDIVIDUAL RETIREMENT ACCOUNT? IWER:AN INDIVIDUAL RETIREMENT ACCOUNT IS A RETIREMENT PLAN THAT LETS THE PERSON PUT SOME MONEY AWAY EACH YEAR, TO BE (PARTIALLY) TAKEN OUT AT RETIREMENT TIME.
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If Ever had retirement account = 1. Yes
5. No »
 
   
 
FS007

When subscribed to retirement account first

IN WHICH YEAR DID YOU SUBSCRIBE TO THE INDIVIDUAL RETIREMENT ACCOUNT (FOR THE FIRST TIME)?
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FS008

Ever taken out a life insurance policy

HAVE YOU EVER TAKEN OUT A LIFE INSURANCE POLICY?
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If Ever taken out a life insurance policy = 1. Yes
5. No »
 
   
 
FS009

When taken out a life insurance policy first

IN WHICH YEAR DID YOU TAKE OUT THE LIFE INSURANCE POLICY (FOR THE FIRST TIME)?
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FS010

Ever owned business

HAVE YOU EVER BEEN THE OWNER OR CO-OWNER OF A BUSINESS WHICH YOU DID NOT WORK IN?
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If Ever owned business = 1. Yes
5. No »
 
   
 
FS011

When first owned business

IN WHICH YEAR DID YOU FIRST START THIS BUSINESS OR BECAME ITS OWNER OR CO-OWNER?
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HH017

Total household net income in average month

NOW WE HAVE ONE SINGLE QUESTION ABOUT YOUR RECENT HOUSEHOLD FINANCES: HOW MUCH WAS THE OVERALL HOUSEHOLD INCOME AFTER TAXES THAT YOUR HOUSEHOLD HAD IN AN AVERAGE MONTH OF [{PREVIOUS YEAR}]? IWER:IF UNCLEAR, THIS AMOUNT SHOULD BE CODED IN . {MONEY}
 
End of FS. Finances
Start of FS. Finances

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FS002
Ever had any stocks or shares

HAVE YOU EVER HAD ANY MONEY IN STOCKS OR SHARES (LISTED OR UNLISTED ON STOCK MARKET)? IWER:STOCKS ARE PIECES OF PAPER THAT SHOW THAT THE PERSON OWNS PART OF A CORPORATION AND HAS THE RIGHT TO RECEIVE DIVIDENDS FROM IT.
- - - - - - - - - - - - - - - - - - - - - - - - -
1. Yes
5. No

If Ever had any stocks or shares (FS002) = 1. Yes
5. No »


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FS003
When invested in stocks first

IN WHICH YEAR DID YOU INVEST MONEY IN STOCKS OR SHARES FOR THE FIRST TIME?
- - - - - - - - - - - - - - - - - - - - - - - - -
1900..2009

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FS004
Ever had any mutual funds

HAVE YOU EVER HAD ANY MONEY IN MUTUAL FUNDS OR MANAGED INVESTMENT ACCOUNTS? IWER:MUTUAL FUNDS ARE A POOL OF MONEY BELONGING TO MANY INVESTORS WHO TRUST A MANAGER TO INVEST IT IN STOCKS AND/OR BONDS.
- - - - - - - - - - - - - - - - - - - - - - - - -
1. Yes
5. No

If Ever had any mutual funds (FS004) = 1. Yes
5. No »


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FS005
When invested in mutual funds first

IN WHAT YEAR DID YOU INVEST MONEY IN MUTUAL FUNDS OR MANAGED INVESTMENT ACCOUNTS FOR THE FIRST TIME?
- - - - - - - - - - - - - - - - - - - - - - - - -
1900..2009

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FS006
Ever had retirement account

HAVE YOU EVER SUBSCRIBED TO AN INDIVIDUAL RETIREMENT ACCOUNT? IWER:AN INDIVIDUAL RETIREMENT ACCOUNT IS A RETIREMENT PLAN THAT LETS THE PERSON PUT SOME MONEY AWAY EACH YEAR, TO BE (PARTIALLY) TAKEN OUT AT RETIREMENT TIME.
- - - - - - - - - - - - - - - - - - - - - - - - -
1. Yes
5. No

If Ever had retirement account (FS006) = 1. Yes
5. No »


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FS007
When subscribed to retirement account first

IN WHICH YEAR DID YOU SUBSCRIBE TO THE INDIVIDUAL RETIREMENT ACCOUNT (FOR THE FIRST TIME)?
- - - - - - - - - - - - - - - - - - - - - - - - -
1900..2009

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FS008
Ever taken out a life insurance policy

HAVE YOU EVER TAKEN OUT A LIFE INSURANCE POLICY?
- - - - - - - - - - - - - - - - - - - - - - - - -
1. Yes
5. No

If Ever taken out a life insurance policy (FS008) = 1. Yes
5. No »


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FS009
When taken out a life insurance policy first

IN WHICH YEAR DID YOU TAKE OUT THE LIFE INSURANCE POLICY (FOR THE FIRST TIME)?
- - - - - - - - - - - - - - - - - - - - - - - - -
1900..2009

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FS010
Ever owned business

HAVE YOU EVER BEEN THE OWNER OR CO-OWNER OF A BUSINESS WHICH YOU DID NOT WORK IN?
- - - - - - - - - - - - - - - - - - - - - - - - -
1. Yes
5. No

If Ever owned business (FS010) = 1. Yes
5. No »


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FS011
When first owned business

IN WHICH YEAR DID YOU FIRST START THIS BUSINESS OR BECAME ITS OWNER OR CO-OWNER?
- - - - - - - - - - - - - - - - - - - - - - - - -
1900..2009

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HH017
Total household net income in average month

NOW WE HAVE ONE SINGLE QUESTION ABOUT YOUR RECENT HOUSEHOLD FINANCES: HOW MUCH WAS THE OVERALL HOUSEHOLD INCOME AFTER TAXES THAT YOUR HOUSEHOLD HAD IN AN AVERAGE MONTH OF [{PREVIOUS YEAR}]? IWER:IF UNCLEAR, THIS AMOUNT SHOULD BE CODED IN . {MONEY}

End of FS. Finances