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Client Satisfaction Survey
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Your Name
*
Your answer
How would you rate the following aspects of our practice?
(5–very satisfied, 4–satisfied, 3–neither satisfied nor dissatisfied, 2–dissatisfied, 1–very dissatisfied)
PrimeStar understands your needs
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1
2
3
4
5
You know whom to contact if there is an issue
*
1
2
3
4
5
Accessibility of our team
*
1
2
3
4
5
Knowledge level of our team
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1
2
3
4
5
Trustworthiness
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1
2
3
4
5
Quick response when you contact
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1
2
3
4
5
Team clearly explains investment product & services
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1
2
3
4
5
Timely resolution of issues
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1
2
3
4
5
Variety of investment options available
*
1
2
3
4
5
Any other investment product you would like
Your answer
Monthly Statements you receive
*
1
2
3
4
5
Performance of your portfolio
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1
2
3
4
5
Proactive contact from the PrimeStar Team
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1
2
3
4
5
How frequently would you like to be contacted for Portfolio Review?
*
Monthly
Quarterly
Half yearly
Annually
We are gearing up for a scale-up and constantly working towards better services and client experience. Any referrals would be a great motivation.
*
Your answer
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