Confidential Security Questionnaire

Confidential Security Questionnaire

All information provided is confidential and used solely for risk assessment and service planning by Masonry Security Group.
SECTION 1 – CLIENT INFORMATION
Client Name*

First NameLast Name
Company/Organization (if applicable)
Primary Address*

Street Address

Street Address Line 2
CityState / ProvincePostal / Zip Code
Phone Number*

Area CodePhone Number
Email Address*
example@example.com
PhoneEmailText
Assistant/Chief of Staff Name (if applicable)

First NameLast Name
Assistant Contact (phone or email)
SECTION 2 – REASON FOR SECURITY REQUEST
Personal safety concernsRecent threat or incidentHigh-profile statusTravel riskEstate protectionCorporate riskEvent securityOther
YesNo
If yes, please describe
YesNo
If yes, why are you considering a change?
SECTION 3 – SCOPE OF PROTECTION REQUESTED
24/7 Personal ProtectionPart-time Executive ProtectionEvent-based SecurityResidential/Estate SecurityTravel SecurityRisk Assessment OnlyCorporate SecurityTactical Drone SurveillanceOther
Principal onlySpouse/PartnerChildrenBusiness associatesStaffProperty
SECTION 4 – RESIDENCE & PROPERTY SECURITY
GatedUngatedGuardedUnsecured
CamerasAlarm systemAccess controlSecurity patrolNone
YesNo
If yes, please describe
YesNo
SECTION 5 – TRAVEL & MOVEMENT
WeeklyMonthlyOccasionallyRarely
DomesticallyInternationallyBoth
Private jetCommercial flightChauffeurPersonal vehicle
AirportsHotelsBusiness meetingsPublic appearancesPersonal travel
SECTION 6 – SECURITY PREFERENCES
Low-profile (discreet)Overt (visible)Mixed approach
YesNoCase-by-case
MaleFemaleMixedNo preference
SECTION 7 – TIMELINE & BUDGET
When would you like services to begin?*

MonthDayYear
Date
Short-term protectionLong-term contractTrial period
$5K–$10K/month$10K–$25K/month$25K–$50K/month$50K+ /monthEvent-based only
SECTION 8 – ADDITIONAL INFORMATION
Is there anything sensitive we should know before proceeding?
What does “feeling safe” look like to you?
YesNo
CLIENT ACKNOWLEDGMENT By completing this questionnaire, I understand that Masonry Security Group will use this information to assess risk and recommend appropriate security services.
Client Name*

First NameLast Name
Signature*

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Date*

MonthDayYear
Date
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Confidential Security Questionnaire

SECTION 1 – CLIENT INFORMATION

SECTION 2 – REASON FOR SECURITY REQUEST

SECTION 3 – SCOPE OF PROTECTION REQUESTED

SECTION 4 – RESIDENCE & PROPERTY SECURITY

SECTION 5 – TRAVEL & MOVEMENT

SECTION 6 – SECURITY PREFERENCES

SECTION 7 – TIMELINE & BUDGET

SECTION 8 – ADDITIONAL INFORMATION

CLIENT ACKNOWLEDGMENT By completing this questionnaire, I understand that Masonry Security Group will use this information to assess risk and recommend appropriate security services.