“Tax saving products, the most preferred information from financial institutions”
⊙ 1 out of 10 bank users(9.5%) have received ‘private asset management services’
- 30’s(12.1%), office workers(12.1%) show relatively higher service experience ratio
- People with more property (incl. real estate) are likely to have higher experience ratio
⊙ Experienced mostly ‘designing asset portfolio(72.8%)’, followed by ‘planning retirement/senior life’ and ‘real estate management’
- Service all bank users (incl. service non-users) are interested in, however, is ‘planning retirement/senior life(58.4%)’
- High interests on the ‘planning retirement/senior life’ is found from the 30’s
⊙ The most appealing information from financial institutions is ‘tax saving products (ex. tax preference)’ (45.6%)
- It is followed by information on ‘deposit/loan products(41.5%)’, ‘fund products(30.7%)’ and ‘real estate products(24.0%)’
- 20’s have comparably higher preference on information for ‘investment’ product, while 30’s on ‘tax saving’ or ‘deposit’ products and 40’s/50’s on
‘real estate’ or ‘insurance’ products
- Those with property of 1 billion KRW or more prefer product information on ‘real estate’ and ‘tax saving’