《移民 / 身份规划初步了解问卷》
Immigration / Residency Planning Initial Questionnaire

本问卷仅用于帮助我们了解您的实际需求，以便为您匹配合适的移民/身份规划方案，所有信息将严格保密。

This questionnaire is used solely to better understand your needs and match suitable immigration or residency planning options. All information will be kept strictly confidential.


开场白：Hi XXX, this is Dennis calling from Globevisa.

We have received your inquiry about XXX program, so i just wanted to reach out.
do you have a minute, or is this a bad time?
1.
基本信息 Basic Information
客户姓名 Customer Name
客户姓名 Customer Name
联系方式（电话/微信） Contact Information (Phone/WeChat)
联系方式（电话/微信） Contact Information (Phone/WeChat)
所在城市 City of Residence
所在城市 City of Residence
咨询时间 Consultation Time
咨询时间 Consultation Time
信息来源（朋友介绍/网络/广告/其他） Information Source (Friend Referral/Internet/Advertisement/Others)
信息来源（朋友介绍/网络/广告/其他） Information Source (Friend Referral/Internet/Advertisement/Others)
国籍 Nationality
国籍 Nationality
签证类型 Visa Type
签证类型 Visa Type
第一部分｜移民 / 身份规划初衷 Section 1: Your Initial Motivation
2.
当您最初点击我们的广告时，您的主要需求是? What was your main consideration when you first clicked our advertisement? What's your needs for Citizenship/Rescidency【多选题】
计划未来1–2年内搬去当地长期居住 Planning to move and live there long-term within 1–2 years
暂时不搬，但希望未来有居住选择 Not moving now, but want the option to live there in the future
为孩子教育提前规划 Planning ahead for children’s education
作为备用身份，多一个选择 A backup identity / additional option
出行更方便（签证/免签） Easier international travel (visa-free or easier visas)
资产或家庭长期规划相关 Asset, tax, or long-term family planning
当时只是想了解，还未想清楚 Just exploring, not yet sure of the purpose
Many people initially mix up the concepts of citizenship and residenship.
so simply put, a passport is more about nationality, while residency is about the right to live in a country.
They actually solve very different needs.”

So before we go any further, I’d like to understand what matters more to you right now:
– whether you want the ability to live there long term,
– or whether you’re more focused on the flexibility and benefits that come with the status itself.”

“Once that’s clear, I can guide you in the right direction and make sure we’re looking at the most suitable options for you.”
3.
目前是否已有意向国家？ Do you currently have a target country in mind?
有，已经比较明确 Yes, I have a clear target country
有几个备选国家 I have several countries in mind
还没有，希望听取专业建议 No, I would like professional advice
4.
意向国家 Countries of interest
若您已有意向国家，请在此填写 If you have target countries, please specify here
第二部分｜家庭情况 Section 2: Family Information
5.
您目前的婚姻状况是？ What is your marital status?
未婚 Single
已婚 Married
6.
是否有孩子？ Do you have children?
没有 No
有 Yes
7.
孩子年龄 Children’s age(s)
如有孩子，请填写孩子的年龄 If you have children, please enter their age(s)
8.
是否有计划让孩子未来出国读书？ Do you plan for your child(ren) to study abroad in the future?
有 Yes
暂时没有 Not at the moment
还在考虑中 Still considering
第三部分｜个人背景（用于匹配方案） Section 3: Personal Background
9.
基本情况 Basic Situation
年龄 Age
年龄 Age
最高学历 Highest Education
最高学历 Highest Education
专业 Major
专业 Major
语言成绩（类型 ＆ 分数） Language Proficiency (Type ＆ Score)
语言成绩（类型 ＆ 分数） Language Proficiency (Type ＆ Score)
如有语言成绩，请填写 If you have language test scores
如有语言成绩，请填写 If you have language test scores
其他备注
其他备注
工作 / 公司情况（二选一填写） Work / Company Information (Choose One to Fill)
10.
您的工作类型是？ What is your employment type?
自雇 / 公司经营者 Self-employed / Business Owner
受雇人士 Employee
11.
是否有公司？ Do you own a company?
是 Yes
否 No
12.
受雇人士信息 Employee Information
职位 Position
职位 Position
行业 Industry
行业 Industry
管理人数 Number of Employees Managed
管理人数 Number of Employees Managed
管理经验 Management Experience (Years)
管理经验 Management Experience (Years)
13.
是否缴纳个税/社保？ Do you pay personal income tax/social security?
是 Yes
否 No
第四部分｜家庭资产情况（重点） Section 4: Family Assets (Key Information)
14.
房产 Real Estate
房产数量 Number of Properties
房产数量 Number of Properties
房产所在地 Location of Properties
房产所在地 Location of Properties
当前市值（约） Approximate Current Market Value
当前市值（约） Approximate Current Market Value
购买时间 Purchase Time
购买时间 Purchase Time
15.
房产类型 Property Type【多选题】
住宅 Residential
商铺 Commercial Shop
写字楼 Office Building
车位 Parking Space
16.
房产是否本人名下？ Are the properties under your name?
是 Yes
否 No
17.
是否有房产证？ Do you have property ownership certificates?
是 Yes
否 No
18.
金融资产 Financial Assets
存款（约） Deposit (Approximate)
存款（约） Deposit (Approximate)
股票 Stocks
股票 Stocks
基金 Funds
基金 Funds
理财产品 Wealth Management Products
理财产品 Wealth Management Products
第五部分｜预算与预期 Section 5: Budget and Expectations
19.
Acceptable Overall Budget Range (USD)
Below 50K USD
50K-100K USD
100K-300K USD
Above 300K USD
Estimated Budget
20.
可接受整体预算范围  (人民币)
50 万以内
50–100 万
100–200 万
200 万以上
客户大概预算
21.
更看重以下哪一点？（可多选） Which of the following factors do you value most? (Multiple choices allowed)【多选题】
成功率 Success Rate
周期快 Short Processing Time
成本低 Low Cost
身份含金量 Value of Residency/ Citizenship
子女教育 Children's Education
22.
您希望多快推进这件事？ When would you like to move forward?
近期（3 个月内） Within 3 months
半年左右 Around 6 months
一年左右 Around 1 year
暂时不着急 Not urgent
第六部分｜补充说明 Section 6: Additional Information
23.
是否有其他特别关心的问题或顾虑？ Do you have any specific concerns or questions?
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