Client Satisfaction Survey

My goals, time horizon and comfort with risk were understood before any scheme was recommended. *

A risk-profiling exercise was carried out with me.

Recommendations were explained clearly in terms of my goals and risk profile.

The risks of mutual fund investing (including market risk) were clearly explained to me.

It was disclosed to me how Trustner is compensated (regular plans involve commission).

I was told the guidance covers the mutual funds Trustner distributes, and that I am free to consider other options.

No assured or guaranteed returns were ever promised to me.

My transactions were processed accurately and on time.

My questions and requests were answered promptly and clearly.

My portfolio is reviewed with me regularly.

How often is your portfolio reviewed?

The statements and updates I receive are clear and useful.

It is easy to reach my relationship manager or the Trustner office when I need to.

Have you ever raised a concern or complaint with Trustner?

If yes — it was resolved satisfactorily and within a reasonable time. (Leave blank if not applicable.)

I know how to escalate a grievance if I am ever not satisfied.

I feel my interests are placed ahead of any sales target.

Overall, how satisfied are you with Trustner? *

How likely are you to recommend Trustner to family or friends? *

What is the one thing we could do better?

Any other comments or concerns?