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2017FINANCIAL INCLUSION SURVEY Moving Towards Digital Financial InclusionBangko Central NG Pilipinas02017FINANCIAL INCLUSION SURVEY Moving Towards Digital Financial InclusionAbout the Cover is a reproduction

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How to fill out financial inclusion survey

01

Begin by reading the instructions provided with the financial inclusion survey.

02

Gather all the necessary financial information such as income details, savings, investments, and debts.

03

Start by filling out the personal information section which includes your name, age, gender, and contact details.

04

Move on to provide details about your financial institution, such as the bank or credit union you are associated with.

05

Answer the questions regarding your income, including your regular sources of income and any additional sources.

06

Provide accurate information about your expenses, including monthly bills, rent, groceries, and other essential expenses.

07

If applicable, disclose your savings and investment details, such as the amount saved and the types of investment vehicles used.

08

Answer the questions about any debts or loans you may have, including outstanding balances and repayment terms.

09

Finally, review all the information provided before submitting the survey to ensure accuracy and completeness.

10

Submit the survey as instructed, either through an online portal or by mailing it to the designated address.

Who needs financial inclusion survey?

01

Financial inclusion surveys are beneficial for governments, financial institutions, and researchers.

02

Governments use these surveys to assess the level of financial inclusion in a particular region or country.

03

Financial institutions can leverage the survey data to understand the financial needs and behaviors of their customers.

04

Researchers and policymakers use the information gathered from these surveys to identify gaps in financial services and develop strategies to promote financial inclusion.

05

Additionally, individuals who want to contribute to the development of financial systems and policies can participate in these surveys to share their experiences and perspectives.

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What is financial inclusion survey?

Financial Inclusion Survey is a survey conducted to assess the extent of access individuals and businesses have to financial services.

Who is required to file financial inclusion survey?

Financial institutions are required to file financial inclusion survey.

How to fill out financial inclusion survey?

Financial inclusion survey can be filled out online through the designated platform provided by the regulatory authorities.

What is the purpose of financial inclusion survey?

The purpose of financial inclusion survey is to track the progress towards improving access to financial services for all members of society.

What information must be reported on financial inclusion survey?

Information such as number of accounts opened, number of loans issued, financial literacy programs conducted, etc. must be reported on financial inclusion survey.

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