Client Questionnaire | Crypto Freedom Debit Card

1Do you own cryptocurrency?

Yes

No

2Have you ever used crypto to pay for a purchase?

Yes

No

3Would you like to use your cryptocurrency for making purchases?

Yes

Maybe

No

4What would stop you from using your cryptocurrency for purchases? (check all that apply)

I want to hold my cryptocurrency for investment purposes

Merchants/stores won't accept cryptocurrency as payment

I am worried about my tax reporting obligations

It's not worth the trouble. I see no benefit over regular fiat.

Other

5If you own cryptocurrency, how did you acquire it? (check all that apply)

I bought it on an exchange

It was a gift

I earned it from a rewards program

I received it as payment for a real-world transaction

Other

6What do you plan on doing with your cryptocurrency? (check all that apply)

Hold it for a long-term gain (To infinity and beyond…)

Hold it for a short term gain

Spend it on a discretionary purchase (e.g. a vacation)

Spend it on household expenses (e.g. groceries or utilities)

I don't know

Other

7Do you use a credit card or debit card for daily spending? (check all that apply)

Credit Card

Debit Card

Cash

Check

8What payment method do you use for monthly spending? (check all that apply)

Credit Card

Debit Card

Bill pay

Other

9Do you use a mobile app for payment?

Yes

No

10On average, how many times a day do you use your debit or credit card or mobile app to make a purchase?

times per day

11Where do you live?

12What is your occupation?

13What is your annual income?

Less than $50k

$50k up to $100k

$100k up to $200k

$200k up to $250k

$250k up to $600k

Over $600k

14What percentage of your income is earned in cryptocurrency?

0%100%

0%

15What is your liquid net worth?

Less than $100k

$100k up to $250k

$250k up to $500k

$500k up to $1M

$1M up to $5M

$5M up to $30M

Over $30M

16What percentage of your liquid net worth is in cryptocurrency?

0%100%

0%

17What is your average monthly budget for general & household expenses?

Less than $5k

$5k up to $10k

$10k up to $20k

$20k up to $50k

Over $50k

18On a scale of 1 to 10, how concerned are you about inflation?

1 - Not concerned10 - Very concerned

5

19How much do you consider capital gains taxes when selling an investment?

Not at all, they do not affect my decision to sell my investments

Somewhat important, they are one of several factors I use to decide when to sell

Very important, my capital gains status is a major factor in when I sell

20On a scale of 1 to 10, what is your perception of the usefulness of cryptocurrency?

1 - Not useful10 - Extremely useful

5

21How many banks do you use to custody your fiat money?

banks

22How satisfied are you with your favorite bank?

1 - Very unsatisfied10 - Very satisfied

5

23What is your biggest issue or problem with your bank?

High fees

Low interest

Poor customer service

Online user experience

Online security

Other

24What do you like most about your bank?

25Do you self-custody your cryptocurrency?

Yes

No

26How interested are you in custodying your own wealth to have more control over it?

Not important: I don't like the idea as I find it too risky with little benefit.

Probably not: The risks outweigh the benefits.

Interesting: I would consider it but want to understand the risks and benefits.

Very interested: I see the benefits and will likely self-custody some of my wealth.

Extremely interested: I want to take custody of my wealth as soon as possible.

About Our Product: Our crypto debit card lets you spend your cryptocurrency by converting it to fiat at the point of sale for delivery to the merchant. We also offer a tax management solution to optimize your capital gains tax obligation by specifically identifying which purchase lot will be sold at the time of the transaction. We will KYC your account and provide you with a custodial wallet for the crypto you want to spend.

27How would you view this product?

Not at all interested. I would not want to use this product.

Neutral. I am no more interested in this crypto debit card than any other on the market.

Interested. I would be open to getting this card and seeing how it works.

Very interested. This is the debit card that I've been waiting for.

28What features of this card would you object to? (check all that apply)

I do not want to spend my crypto

I do not want to share my tax information with a 3rd party

I don't want to give personal information to comply with KYC rules

I don't want to transfer any crypto to a custodial wallet

I don't want to worry about capital gains taxes when making purchases

The card is not worth the trouble

Other

29What features are most appealing to you? (check all that apply)

Being able to spend my crypto holdings for goods and services

Not needing to hold any fiat currency

Being able to manage my capital gains taxes

Enabling Self-Custody of my wealth

Not losing wealth from inflation

Helping establish crypto as a viable currency

Other

30Which other crypto debit cards do you use, if any? (check all that apply)

31How important is a rewards program to you when selecting what debit card to use?

Not important: I think rewards programs are more trouble than they're worth

Somewhat important: A rewards program is one of several factors in my choice

Very important: I would not use a debit card unless it has a rewards program

Most important: I choose a debit card solely based on how generous the rewards are

32If you would like to participate in a Client Focus discussion, please share your contact details.

Preferred method of contact

Contact information

33Do you have any other comments on our proposed debit card, or on cryptocurrency in general?

Thanks for Your Interest

Our product is focused on people who want to use their cryptocurrency for purchases. Based on your responses, that doesn't seem to be one of your objectives right now.

If you change your mind, we'd love to have you back!

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Thank You!

Your responses have been recorded. We appreciate your time and input in helping us build this revolutionary financial product.

We'll be in touch if you indicated interest in a Client Focus discussion.

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Client Validation Questionnaire

Thanks for Your Interest

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