University of Tokyo

Abstract
Survey Number 1067
Survey Title Survey on Financial Products, 2000
Depositor Masayuki Masui
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Educational Purpose Only available for research.
Period of Data Use Permission One year
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Nesstar Not available
Summary This survey is the "Questionnaire Survey on Financial Products." It was conducted by the Sumitomo-Life Research Institute, Inc. in August 2000 with the objective of understanding the circumstances of personal use of the Internet and the level of awareness of the purchase of financial products on the Internet.
The major survey items are listed as (1)~(4) below:
(1) Details of the use of the homepage of financial institutions
(2) Details of stocks/mutual funds of private financial institutions (including MMF/Chinese funds), mutual funds denominated in foreign currencies, foreign currency deposits, and damage insurance
(3) Details of life insurance of private life insurance companies
(4) Details of the family structure, annual income, and assets, etc.
(5) Life insurance currently owned

This survey was applied to married men aged between 20 and 69 years and single men and women aged between 20 and 49 years with two types of questionnaires. The question items (1) - (3) listed above were common in both types. Item (4) above and the face sheet included different question items for each of the surveys.
Data Type quantitative research
quantitative research: micro data
Universe Office workers, employed men and women (including business owners), unemployed married men, and single men and women
Unit of Observation Individual
Sample Size Number of valid responses: 1,047 married men,310 single men and women
Date of Collection 2000-08-04 ~ 2000-08-30
2000/08/04 – 08/30
Time Period 2000 ~ 2000
Spatial Unit Japan
47 prefectures in Japan
Sampling Procedure Other
The survey was applied to office workers, employed men and women (including business owners), unemployed married men, and single men and women who were stratified sampled from the "Access Panels" owned by the Nikkei Research (randomly sampled from the Basic Resident Register. As of May 2000, approximately 174,000 households, or 642,000 people were registered.)
Mode of Data Collection Self-administered questionnaire: Paper
Mail survey (self-administered)
Investigator Masayuki Masui, survey carried out by Japan Statistical Survey Research, Inc. (later renamed as Ipsos)
DOI 10.34500/SSJDA.1067
Sponsors (Funds)
Related Publications (by the Investigator) Please refer to the abstract in Japanese.
Related Publications (based on Secondary Analysis) List of related publications (based on Secondary Analysis)
Documentation Married men [ Questionnaire ] [ Frequency Tables ]
Single men & women [ Questionnaire ] [ Frequency Tables ]
Major Survey Items (1) Details of the use of the homepage of financial institutions
・Experience with Internet usage
・Experience with the websites of financial institutions, care taken while browsing these websites, and information used normally
・Experience with the websites of life insurance companies, browsing objectives, and functions and information that would be useful
・Acknowledgment of and experience with insurance product comparison sites
・Intention of using one-stop shopping websites
・Access to pages (if any) of purchase of financial and insurance products and others

(2) Details of stocks/mutual funds of private financial institutions (including MMF/Chinese funds), mutual funds denominated in foreign currencies, foreign currency deposits, and damage insurance
・Purchase experience (if any), experience with online purchases (from the website)
・Average amount per product purchased online and satisfaction level
・Intention of purchasing new products online and advantages of purchasing from the homepage
・Device used while making purchases online
・Reason for avoiding purchasing products from websites and others

(3) Details of life insurance of private life insurance companies
・Experience with purchase of life insurance (if any) and important aspects while choosing a life insurance company
・Experience with purchase of life insurance through the Internet and type of life insurance purchased
・Advantages of purchasing life insurance online
・Average amount (insurance fee) paid per transaction (contract) of life insurance purchased online
・Device used to make online purchases and level of satisfaction with the product price and fees
・Reason for avoiding purchasing products online
・Experience with the purchase of life insurance by mail order and type, as well as the advantages of purchasing it by mail order
・Average amount (insurance fee) paid per transaction (contract) for life insurance purchased by mail order
・Reason for avoiding purchasing products by mail order and others

(4) Details of the family structure, annual income, and assets
・Number of family members living together and presence of children
・(Married men only) Number of children and number of children supporting
・(Single men and women only) Experience with previous marriage(s) and intention to marry or remarry
・Employment status and current occupation/type of industry
・Annual income in 1999, annual income from periodic additional incomes (land or property rent, interest, and others)
・(Married men only) Spouse's employment status, spouse's profession/type of industry, and spouse's annual income in 1999
・Average monthly household final expenditure
・Amount of financial assets and market value of the owned house (if any)
・Borrowing balance (loans), annual repayment of residential loans, and others

(5) Life insurance currently owned
* The questionnaire for married men enquired about the respondent and spouse; the questionnaire for single men and women enquired about the respondent.
・(By insurance type) Total amount of insurance money, total premiums paid so far, number of policies, and the annual premium
・Insurance type (life insurance for death benefit/life insurance for savings/personal pension insurance)

[Face items]
・Prefecture of residence
・Age, gender
・Highest level of educational attainment
・Number of years of experience with the Internet/average time of use per day
・(Married men only) age of spouse, highest level of educational attainment, number of years of experience with the Internet/average time of use per day
Date of Release 2016/09/12
Topics in CESSDA Click here for details

Consumption and consumer behaviour
Income, property and investment/saving
Topics in SSJDA Economy/Industry/Management
Version 1 : 2016-09-12
Notes for Users