"Although we continuously review our procedure and service standards for improvement, often the best ideas come from your suggestions. So if there's something you need, please let us know. We'll do our best to make sure you're looked after, because that's our job."
Question: Excellent / Good / Satisfactory / Needs Work / Dissatisfied
1. Performance of your investments.        
2. Comfort with your level of risk.        
3. Confidence that you have a coherent long-term investment strategy.        
4. Frequency of statements and written communications.        
5. Quality of statements and written communications.        
6. Frequency of telephone contact from us.        
7. Investment options and recommendations clearly explained to you.        
8. Ability to reach someone when you call.        
9. We react quickly when you make a request.        
10. Your questions are answered clearly.        
11. Your account is handled without problems or mistakes.        
12. Our website is informative and enjoyable.        
13. Our website is easy to understand and navigate.        
14. Our online newsletter is a useful resource.        
15. The one thing we could improve in our service is: (unlimited space - text will wrap)
16. The one thing we could improve on our website is: (unlimited space - text will wrap)
17. You would like to refer us to: (optional, but greatly appreciated)
Name :
Phone:
EMail :
18. Your name: (optional, but helpful)
Name :
Phone:
EMail :
19. Additional comments and/or suggestions?
(unlimited space - text will wrap)

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