AS. Assets

AS. Assets Module of SHARE 2013

item label type description
AS001 Question The next questions ask about a number of different k inds of savings or investments that you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] may have.
AS065 Question Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in individual retirements accounts?
AS020 Question Who has individual retirements accounts? You [, your/, your/, your/, your] [husband/wife/partner/partner] [or/or/or/or] [both/both/both/both]?
AS021 Question How much do you currently have in individual retirement accounts?
AS023 Question Are these individual retirement accounts mostly in stock s or mostly in bonds?
AS024 Question How much does [your/your/your/your] [husband/wife/partner/partner] currently have in individual retirement accounts?
AS026 Question Are these individual retirement accounts mostly in stock s or mostly in bonds?
AS066 Question Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in contractual saving for housing?
AS027 Question About how much do you [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner] currently have in contractual saving for housing?
AS067 Question Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently own any life insurance policies?
AS029 Question Are your life insurance policies term policies, whole life policies, or both of these?
AS030 Question What is the face value of the whole life policies owned by you [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner]?
AS064 Question Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in mutual funds or managed investment accounts?
AS017 Question About how much do you [and/and/and/and] [your/your/your/your] [ husband/ wife/partner/partner] currently have in mutual funds or managed investment accounts?
AS019 Question Are these mutual funds and managed investment accounts mostly stock s or mostly bonds?
AS063 Question Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in stock s or shares (listed or unlisted on stock mark et)?
AS011 Question About how much do you [and/and/and/and] [your/your/your/your] [ husband/wife/partner/partner] currently have in stock s or shares (listed or unlisted on stock mark et)?
AS062 Question Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in government or corporate bonds?
AS007 Question About how much do you currently [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner] have in government or corporate bonds?
AS060 Question Do you [or/or/or/or] [your/your/your/your] [husband/wife/ partner/partner] currently have at least a bank account, or transaction account, or saving account or postalaccount?
AS061 Question Please look at card {SHOWCARD_ID}. Look ing at this list, please tell me which is the most important reason you [or/or/or/or] [your/your/your/your][husband/wife/partner/partner] currently do not have bank accounts, transaction accounts, saving accounts or postal accounts?
AS003 Question About how much do you [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner] currently have in bank accounts, transaction accounts, saving accountsor postal accounts?
AS070 Question Overall, about how much interest or dividend income did you [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner] receive from your savings in bankaccounts, bonds, stock s or mutual funds in [Year -1]? Please give me the amount after taxes.
AS041 Question Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently own a firm, company, or business?
AS042 Question If you sold this firm, company or business and then paid off any debts on it, about how much money would be left?
AS044 Question What percentage or share of this firm, company or business is owned by you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner]?
AS049 Question How many cars do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] own? Please exclude company cars.
AS051 Question If you sold [this/these] [car/cars] about how much would you get?
AS054 Question The next question refers to money that you owe, excluding mortgages (if any). Look ing at card {SHOWCARD_ID}, which of these types of debts do you [or/or/or/or][your/your/your/your] [husband/wife/partner/partner] currently have, if any?
AS055 Question Not including mortgages or money owed on land, property or firms, how much do you [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner] owe in total?
AS057 Question IWER CHECK:Who answered the questions in this section?
Start of AS. Assets
 
If MN007 = 1 »
 
   
 
AS001

The next questions ask about a number of different k inds of savings or investments that you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] may have.

THE NEXT QUESTIONS ASK ABOUT A NUMBER OF DIFFERENT K INDS OF SAVINGS OR INVESTMENTS THAT YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] MAY HAVE.
expand
   
 
AS065

Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in individual retirements accounts?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE ANY MONEY IN INDIVIDUAL RETIREMENTS ACCOUNTS?
expand
   
 
If Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in individual retirements accounts? = 1 Yes 5 No  »
 
     
   
If MN005 <> 1 »
 
       
     
AS020

Who has individual retirements accounts? You [, your/, your/, your/, your] [husband/wife/partner/partner] [or/or/or/or] [both/both/both/both]?

WHO HAS INDIVIDUAL RETIREMENTS ACCOUNTS? YOU [, YOUR/, YOUR/, YOUR/, YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] [OR/OR/OR/OR] [BOTH/BOTH/BOTH/BOTH]?
expand
       
   
If MN005 = 1 or ((AS020 = 1) or (AS020 = 3)) »
 
       
     
AS021

How much do you currently have in individual retirement accounts?

HOW MUCH DO YOU CURRENTLY HAVE IN INDIVIDUAL RETIREMENT ACCOUNTS?
       
     
AS023

Are these individual retirement accounts mostly in stock s or mostly in bonds?

ARE THESE INDIVIDUAL RETIREMENT ACCOUNTS MOSTLY IN STOCK S OR MOSTLY IN BONDS?
expand
       
   
If (Who has individual retirements accounts? You [, your/, your/, your/, your] [husband/wife/partner/partner] [or/or/or/or] [both/both/both/both]? = 2) or (Who has individual retirements accounts? You [, your/, your/, your/, your] [husband/wife/partner/partner] [or/or/or/or] [both/both/both/both]? = 3) »
 
       
     
AS024

How much does [your/your/your/your] [husband/wife/partner/partner] currently have in individual retirement accounts?

HOW MUCH DOES [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE IN INDIVIDUAL RETIREMENT ACCOUNTS?
       
     
AS026

Are these individual retirement accounts mostly in stock s or mostly in bonds?

ARE THESE INDIVIDUAL RETIREMENT ACCOUNTS MOSTLY IN STOCK S OR MOSTLY IN BONDS?
expand
       
 
AS066

Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in contractual saving for housing?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE ANY MONEY IN CONTRACTUAL SAVING FOR HOUSING?
expand
   
 
If Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in contractual saving for housing? = 1 Yes 5 No  »
 
     
   
AS027

About how much do you [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner] currently have in contractual saving for housing?

ABOUT HOW MUCH DO YOU [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE IN CONTRACTUAL SAVING FOR HOUSING?
     
 
AS067

Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently own any life insurance policies?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY OWN ANY LIFE INSURANCE POLICIES?
expand
   
 
If Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently own any life insurance policies? = 1 Yes 5 No  »
 
     
   
AS029

Are your life insurance policies term policies, whole life policies, or both of these?

ARE YOUR LIFE INSURANCE POLICIES TERM POLICIES, WHOLE LIFE POLICIES, OR BOTH OF THESE?
expand
     
   
If (Are your life insurance policies term policies, whole life policies, or both of these? = 2) or (Are your life insurance policies term policies, whole life policies, or both of these? = 3) »
 
       
     
AS030

What is the face value of the whole life policies owned by you [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner]?

WHAT IS THE FACE VALUE OF THE WHOLE LIFE POLICIES OWNED BY YOU [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER]?
       
 
AS064

Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in mutual funds or managed investment accounts?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE ANY MONEY IN MUTUAL FUNDS OR MANAGED INVESTMENT ACCOUNTS?
expand
   
 
If Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in mutual funds or managed investment accounts? = 1 Yes 5 No  »
 
     
   
AS017

About how much do you [and/and/and/and] [your/your/your/your] [ husband/ wife/partner/partner] currently have in mutual funds or managed investment accounts?

ABOUT HOW MUCH DO YOU [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [ HUSBAND/ WIFE/PARTNER/PARTNER] CURRENTLY HAVE IN MUTUAL FUNDS OR MANAGED INVESTMENT ACCOUNTS?
     
   
AS019

Are these mutual funds and managed investment accounts mostly stock s or mostly bonds?

ARE THESE MUTUAL FUNDS AND MANAGED INVESTMENT ACCOUNTS MOSTLY STOCK S OR MOSTLY BONDS?
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AS063

Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in stock s or shares (listed or unlisted on stock mark et)?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE ANY MONEY IN STOCK S OR SHARES (LISTED OR UNLISTED ON STOCK MARK ET)?
expand
   
 
If Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in stock s or shares (listed or unlisted on stock mark et)? = 1 Yes 5 No  »
 
     
   
AS011

About how much do you [and/and/and/and] [your/your/your/your] [ husband/wife/partner/partner] currently have in stock s or shares (listed or unlisted on stock mark et)?

ABOUT HOW MUCH DO YOU [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [ HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE IN STOCK S OR SHARES (LISTED OR UNLISTED ON STOCK MARK ET)?
     
 
AS062

Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in government or corporate bonds?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE ANY MONEY IN GOVERNMENT OR CORPORATE BONDS?
expand
   
 
If Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in government or corporate bonds? = 1 Yes 5 No  »
 
     
   
AS007

About how much do you currently [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner] have in government or corporate bonds?

ABOUT HOW MUCH DO YOU CURRENTLY [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] HAVE IN GOVERNMENT OR CORPORATE BONDS?
     
 
AS060

Do you [or/or/or/or] [your/your/your/your] [husband/wife/ partner/partner] currently have at least a bank account, or transaction account, or saving account or postalaccount?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/ PARTNER/PARTNER] CURRENTLY HAVE AT LEAST A BANK ACCOUNT, OR TRANSACTION ACCOUNT, OR SAVING ACCOUNT OR POSTALACCOUNT?
expand
   
 
If (Do you [or/or/or/or] [your/your/your/your] [husband/wife/ partner/partner] currently have at least a bank account, or transaction account, or saving account or postalaccount? = 5) and (MN101 = 0) »
 
     
   
AS061

Please look at card {SHOWCARD_ID}. Look ing at this list, please tell me which is the most important reason you [or/or/or/or] [your/your/your/your][husband/wife/partner/partner] currently do not have bank accounts, transaction accounts, saving accounts or postal accounts?

PLEASE LOOK AT CARD {SHOWCARD_ID}. LOOK ING AT THIS LIST, PLEASE TELL ME WHICH IS THE MOST IMPORTANT REASON YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR][HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY DO NOT HAVE BANK ACCOUNTS, TRANSACTION ACCOUNTS, SAVING ACCOUNTS OR POSTAL ACCOUNTS?
expand
     
 
If (Do you [or/or/or/or] [your/your/your/your] [husband/wife/ partner/partner] currently have at least a bank account, or transaction account, or saving account or postalaccount? = 1 Yes 5 No ) or (Please look at card {SHOWCARD_ID}. Look ing at this list, please tell me which is the most important reason you [or/or/or/or] [your/your/your/your][husband/wife/partner/partner] currently do not have bank accounts, transaction accounts, saving accounts or postal accounts? = 95) »
 
     
   
AS003

About how much do you [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner] currently have in bank accounts, transaction accounts, saving accountsor postal accounts?

ABOUT HOW MUCH DO YOU [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE IN BANK ACCOUNTS, TRANSACTION ACCOUNTS, SAVING ACCOUNTSOR POSTAL ACCOUNTS?
     
 
If (((Do you [or/or/or/or] [your/your/your/your] [husband/wife/ partner/partner] currently have at least a bank account, or transaction account, or saving account or postalaccount? = 1 Yes 5 No ) or (Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in government or corporate bonds? = 1 Yes 5 No )) or (Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in stock s or shares (listed or unlisted on stock mark et)? = 1 Yes 5 No )) or (Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in mutual funds or managed investment accounts? = 1 Yes 5 No ) »
 
     
   
AS070

Overall, about how much interest or dividend income did you [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner] receive from your savings in bankaccounts, bonds, stock s or mutual funds in [Year -1]? Please give me the amount after taxes.

OVERALL, ABOUT HOW MUCH INTEREST OR DIVIDEND INCOME DID YOU [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] RECEIVE FROM YOUR SAVINGS IN BANKACCOUNTS, BONDS, STOCK S OR MUTUAL FUNDS IN [YEAR -1]? PLEASE GIVE ME THE AMOUNT AFTER TAXES.
     
 
AS041

Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently own a firm, company, or business?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY OWN A FIRM, COMPANY, OR BUSINESS?
expand
   
 
If Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently own a firm, company, or business? = 1 Yes 5 No  »
 
     
   
AS042

If you sold this firm, company or business and then paid off any debts on it, about how much money would be left?

IF YOU SOLD THIS FIRM, COMPANY OR BUSINESS AND THEN PAID OFF ANY DEBTS ON IT, ABOUT HOW MUCH MONEY WOULD BE LEFT?
     
   
AS044

What percentage or share of this firm, company or business is owned by you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner]?

WHAT PERCENTAGE OR SHARE OF THIS FIRM, COMPANY OR BUSINESS IS OWNED BY YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER]?
expand
     
 
AS049

How many cars do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] own? Please exclude company cars.

HOW MANY CARS DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] OWN? PLEASE EXCLUDE COMPANY CARS.
expand
   
 
If How many cars do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] own? Please exclude company cars. > 0 »
 
     
   
AS051

If you sold [this/these] [car/cars] about how much would you get?

IF YOU SOLD [THIS/THESE] [CAR/CARS] ABOUT HOW MUCH WOULD YOU GET?
     
 
AS054

The next question refers to money that you owe, excluding mortgages (if any). Look ing at card {SHOWCARD_ID}, which of these types of debts do you [or/or/or/or][your/your/your/your] [husband/wife/partner/partner] currently have, if any?

THE NEXT QUESTION REFERS TO MONEY THAT YOU OWE, EXCLUDING MORTGAGES (IF ANY). LOOK ING AT CARD {SHOWCARD_ID}, WHICH OF THESE TYPES OF DEBTS DO YOU [OR/OR/OR/OR][YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE, IF ANY?
expand
   
 
If NOT (96 includes AS054) »
 
     
   
AS055

Not including mortgages or money owed on land, property or firms, how much do you [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner] owe in total?

NOT INCLUDING MORTGAGES OR MONEY OWED ON LAND, PROPERTY OR FIRMS, HOW MUCH DO YOU [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] OWE IN TOTAL?
     
 
AS057

IWER CHECK:Who answered the questions in this section?

IWER CHECK:WHO ANSWERED THE QUESTIONS IN THIS SECTION?
expand
   
End of AS. Assets
Start of AS. Assets

If MN007 = 1 »

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AS001
The next questions ask about a number of different k inds of savings or investments that you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] may have.

THE NEXT QUESTIONS ASK ABOUT A NUMBER OF DIFFERENT K INDS OF SAVINGS OR INVESTMENTS THAT YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] MAY HAVE.
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Continue


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AS065
Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in individual retirements accounts?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE ANY MONEY IN INDIVIDUAL RETIREMENTS ACCOUNTS?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Yes
5 No


If Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in individual retirements accounts? (AS065) = 1 Yes 5 No  »

| |  If MN005 <> 1 »

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| | | 
AS020
Who has individual retirements accounts? You [, your/, your/, your/, your] [husband/wife/partner/partner] [or/or/or/or] [both/both/both/both]?

WHO HAS INDIVIDUAL RETIREMENTS ACCOUNTS? YOU [, YOUR/, YOUR/, YOUR/, YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] [OR/OR/OR/OR] [BOTH/BOTH/BOTH/BOTH]?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Respondent only
2 ______
3 Both


| |  If MN005 = 1 or (Who has individual retirements accounts? You [, your/, your/, your/, your] [husband/wife/partner/partner] [or/or/or/or] [both/both/both/both]? (AS020) = 1 Respondent only 2 ^FL 3 Both ) or (Who has individual retirements accounts? You [, your/, your/, your/, your] [husband/wife/partner/partner] [or/or/or/or] [both/both/both/both]? (AS020) = 3)) »

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| | | 
AS021
How much do you currently have in individual retirement accounts?

HOW MUCH DO YOU CURRENTLY HAVE IN INDIVIDUAL RETIREMENT ACCOUNTS?

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| | | 
AS023
Are these individual retirement accounts mostly in stock s or mostly in bonds?

ARE THESE INDIVIDUAL RETIREMENT ACCOUNTS MOSTLY IN STOCK S OR MOSTLY IN BONDS?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Mostly stocks
2 Half stocks and half bonds
3 Mostly bonds


| |  If (Who has individual retirements accounts? You [, your/, your/, your/, your] [husband/wife/partner/partner] [or/or/or/or] [both/both/both/both]? (AS020) = 2) or (Who has individual retirements accounts? You [, your/, your/, your/, your] [husband/wife/partner/partner] [or/or/or/or] [both/both/both/both]? (AS020) = 3) »

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| | | 
AS024
How much does [your/your/your/your] [husband/wife/partner/partner] currently have in individual retirement accounts?

HOW MUCH DOES [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE IN INDIVIDUAL RETIREMENT ACCOUNTS?

| | |  ========================================================================
| | | 
AS026
Are these individual retirement accounts mostly in stock s or mostly in bonds?

ARE THESE INDIVIDUAL RETIREMENT ACCOUNTS MOSTLY IN STOCK S OR MOSTLY IN BONDS?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Mostly stocks
2 Half stocks and half bonds
3 Mostly bonds


|  ========================================================================
AS066
Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in contractual saving for housing?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE ANY MONEY IN CONTRACTUAL SAVING FOR HOUSING?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Yes
5 No


If Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in contractual saving for housing? (AS066) = 1 Yes 5 No  »

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| | 
AS027
About how much do you [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner] currently have in contractual saving for housing?

ABOUT HOW MUCH DO YOU [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE IN CONTRACTUAL SAVING FOR HOUSING?

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AS067
Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently own any life insurance policies?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY OWN ANY LIFE INSURANCE POLICIES?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Yes
5 No


If Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently own any life insurance policies? (AS067) = 1 Yes 5 No  »

| |  ========================================================================
| | 
AS029
Are your life insurance policies term policies, whole life policies, or both of these?

ARE YOUR LIFE INSURANCE POLICIES TERM POLICIES, WHOLE LIFE POLICIES, OR BOTH OF THESE?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Term policies
2 Whole life policies
3 Both
97 Other


| |  If (Are your life insurance policies term policies, whole life policies, or both of these? (AS029) = 2) or (Are your life insurance policies term policies, whole life policies, or both of these? (AS029) = 3) »

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| | | 
AS030
What is the face value of the whole life policies owned by you [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner]?

WHAT IS THE FACE VALUE OF THE WHOLE LIFE POLICIES OWNED BY YOU [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER]?

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AS064
Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in mutual funds or managed investment accounts?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE ANY MONEY IN MUTUAL FUNDS OR MANAGED INVESTMENT ACCOUNTS?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Yes
5 No


If Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in mutual funds or managed investment accounts? (AS064) = 1 Yes 5 No  »

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AS017
About how much do you [and/and/and/and] [your/your/your/your] [ husband/ wife/partner/partner] currently have in mutual funds or managed investment accounts?

ABOUT HOW MUCH DO YOU [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [ HUSBAND/ WIFE/PARTNER/PARTNER] CURRENTLY HAVE IN MUTUAL FUNDS OR MANAGED INVESTMENT ACCOUNTS?

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AS019
Are these mutual funds and managed investment accounts mostly stock s or mostly bonds?

ARE THESE MUTUAL FUNDS AND MANAGED INVESTMENT ACCOUNTS MOSTLY STOCK S OR MOSTLY BONDS?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Mostly stocks
2 Half stocks and half bonds
3 Mostly bonds


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AS063
Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in stock s or shares (listed or unlisted on stock mark et)?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE ANY MONEY IN STOCK S OR SHARES (LISTED OR UNLISTED ON STOCK MARK ET)?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Yes
5 No


If Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in stock s or shares (listed or unlisted on stock mark et)? (AS063) = 1 Yes 5 No  »

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AS011
About how much do you [and/and/and/and] [your/your/your/your] [ husband/wife/partner/partner] currently have in stock s or shares (listed or unlisted on stock mark et)?

ABOUT HOW MUCH DO YOU [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [ HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE IN STOCK S OR SHARES (LISTED OR UNLISTED ON STOCK MARK ET)?

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AS062
Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in government or corporate bonds?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE ANY MONEY IN GOVERNMENT OR CORPORATE BONDS?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Yes
5 No


If Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in government or corporate bonds? (AS062) = 1 Yes 5 No  »

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AS007
About how much do you currently [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner] have in government or corporate bonds?

ABOUT HOW MUCH DO YOU CURRENTLY [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] HAVE IN GOVERNMENT OR CORPORATE BONDS?

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AS060
Do you [or/or/or/or] [your/your/your/your] [husband/wife/ partner/partner] currently have at least a bank account, or transaction account, or saving account or postalaccount?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/ PARTNER/PARTNER] CURRENTLY HAVE AT LEAST A BANK ACCOUNT, OR TRANSACTION ACCOUNT, OR SAVING ACCOUNT OR POSTALACCOUNT?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Yes
5 No


If (Do you [or/or/or/or] [your/your/your/your] [husband/wife/ partner/partner] currently have at least a bank account, or transaction account, or saving account or postalaccount? (AS060) = 5) and (MN101 = 0) »

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AS061
Please look at card {SHOWCARD_ID}. Look ing at this list, please tell me which is the most important reason you [or/or/or/or] [your/your/your/your][husband/wife/partner/partner] currently do not have bank accounts, transaction accounts, saving accounts or postal accounts?

PLEASE LOOK AT CARD {SHOWCARD_ID}. LOOK ING AT THIS LIST, PLEASE TELL ME WHICH IS THE MOST IMPORTANT REASON YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR][HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY DO NOT HAVE BANK ACCOUNTS, TRANSACTION ACCOUNTS, SAVING ACCOUNTS OR POSTAL ACCOUNTS?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Do not like dealing with banks
2 Minimum balance/service charges are too high
3 No bank has convenient hours or location
4 Do not need/want a bank account
5 Do not have enough money
6 Savings are managed by children or other relatives (in or outside the household)
95 Actually I/we do have an account
97 Some other reason


If (Do you [or/or/or/or] [your/your/your/your] [husband/wife/ partner/partner] currently have at least a bank account, or transaction account, or saving account or postalaccount? (AS060) = 1 Yes 5 No ) or (Please look at card {SHOWCARD_ID}. Look ing at this list, please tell me which is the most important reason you [or/or/or/or] [your/your/your/your][husband/wife/partner/partner] currently do not have bank accounts, transaction accounts, saving accounts or postal accounts? (AS061) = 95) »

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AS003
About how much do you [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner] currently have in bank accounts, transaction accounts, saving accountsor postal accounts?

ABOUT HOW MUCH DO YOU [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE IN BANK ACCOUNTS, TRANSACTION ACCOUNTS, SAVING ACCOUNTSOR POSTAL ACCOUNTS?

If (Do you [or/or/or/or] [your/your/your/your] [husband/wife/ partner/partner] currently have at least a bank account, or transaction account, or saving account or postalaccount? (AS060) = 1 Yes 5 No ) or (Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in government or corporate bonds? (AS062) = 1 Yes 5 No )) or (Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in stock s or shares (listed or unlisted on stock mark et)? (AS063) = 1 Yes 5 No )) or (Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently have any money in mutual funds or managed investment accounts? (AS064) = 1 Yes 5 No ) »

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AS070
Overall, about how much interest or dividend income did you [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner] receive from your savings in bankaccounts, bonds, stock s or mutual funds in [Year -1]? Please give me the amount after taxes.

OVERALL, ABOUT HOW MUCH INTEREST OR DIVIDEND INCOME DID YOU [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] RECEIVE FROM YOUR SAVINGS IN BANKACCOUNTS, BONDS, STOCK S OR MUTUAL FUNDS IN [YEAR -1]? PLEASE GIVE ME THE AMOUNT AFTER TAXES.

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AS041
Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently own a firm, company, or business?

DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY OWN A FIRM, COMPANY, OR BUSINESS?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Yes
5 No


If Do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] currently own a firm, company, or business? (AS041) = 1 Yes 5 No  »

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AS042
If you sold this firm, company or business and then paid off any debts on it, about how much money would be left?

IF YOU SOLD THIS FIRM, COMPANY OR BUSINESS AND THEN PAID OFF ANY DEBTS ON IT, ABOUT HOW MUCH MONEY WOULD BE LEFT?

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AS044
What percentage or share of this firm, company or business is owned by you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner]?

WHAT PERCENTAGE OR SHARE OF THIS FIRM, COMPANY OR BUSINESS IS OWNED BY YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER]?
- - - - - - - - - - - - - - - - - - - - - - - - -
1..100


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AS049
How many cars do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] own? Please exclude company cars.

HOW MANY CARS DO YOU [OR/OR/OR/OR] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] OWN? PLEASE EXCLUDE COMPANY CARS.
- - - - - - - - - - - - - - - - - - - - - - - - -
0..10


If How many cars do you [or/or/or/or] [your/your/your/your] [husband/wife/partner/partner] own? Please exclude company cars. (AS049) > 0 »

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AS051
If you sold [this/these] [car/cars] about how much would you get?

IF YOU SOLD [THIS/THESE] [CAR/CARS] ABOUT HOW MUCH WOULD YOU GET?

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AS054
The next question refers to money that you owe, excluding mortgages (if any). Look ing at card {SHOWCARD_ID}, which of these types of debts do you [or/or/or/or][your/your/your/your] [husband/wife/partner/partner] currently have, if any?

THE NEXT QUESTION REFERS TO MONEY THAT YOU OWE, EXCLUDING MORTGAGES (IF ANY). LOOK ING AT CARD {SHOWCARD_ID}, WHICH OF THESE TYPES OF DEBTS DO YOU [OR/OR/OR/OR][YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] CURRENTLY HAVE, IF ANY?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Debt on cars and other vehicles (vans/motorcycles/boats, etc.)
2 Debt on credit cards / store cards
3 Loans (from bank, building society or other financial institution)
4 Debts to relatives or friends
5 Student loans
6 Overdue bills (phone, electricity, heating, rent)
96 None of these
97 Other


If NOT (96 IN AS054) »

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AS055
Not including mortgages or money owed on land, property or firms, how much do you [and/and/and/and] [your/your/your/your] [husband/wife/partner/partner] owe in total?

NOT INCLUDING MORTGAGES OR MONEY OWED ON LAND, PROPERTY OR FIRMS, HOW MUCH DO YOU [AND/AND/AND/AND] [YOUR/YOUR/YOUR/YOUR] [HUSBAND/WIFE/PARTNER/PARTNER] OWE IN TOTAL?

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AS057
IWER CHECK:Who answered the questions in this section?

IWER CHECK:WHO ANSWERED THE QUESTIONS IN THIS SECTION?
- - - - - - - - - - - - - - - - - - - - - - - - -
1 Respondent only
2 Respondent and proxy
3 Proxy only


End of AS. Assets