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Greetings
You are invited to participate in our survey [Customer Satisfaction Survey]. It will take approximately [8] minutes to complete the questionnaire.

Your participation in this study is completely voluntary. There are no foreseeable risks associated with this project. However, if you feel uncomfortable answering any questions, you can withdraw from the survey at any point. It is very important for us to learn your opinions.

Your survey responses will be strictly confidential. If you have questions at any time about the survey or the procedures, you may contact [Sam Walter] at [09 631 7748] or by email at the email address specified below.

Thank you very much for your time and support. Please start with the survey now by clicking on the Continue button below.

 
 
 
What was important to you in selecting a Financial Advisor? (Select all that apply)
 
Approachability
 
Communication
 
Relationships
 
Timely Response
 
Easy to Understand
 
Good on Detail etc ......
 
Other
 

 
 
 
What do you see as my areas of Strength as a Financial Adviser? (Select all that apply)
 
Approachability
 
Communication
 
Relationships
 
Timely Response
 
Easy to Understand
 
Good on Detail etc .....
 
Other
 

 
 
 
Where do you think I can improve as a Financial Adviser? (Select all that apply)
 
Approachability
 
Communication
 
Relationships
 
Response Time
 
Information Delivery/Clarity
 
Better Detail etc .....
 
Other
 

 
 
 
How Comfortable would you be recommending Camelot to friends and family?
 
Not Comfortable
 
Reasonably Comfortable
 
Comfortable
 
 
 
Are you aware of colleagues, friends and family who need financial planning assistance similar to that which I have given you?
 
Yes
 
No
 
Possibly
 
 
 
How Comfortable would you be recommending me to friends and family?
 
Not Comfortable
 
Reasonably Comfortable
 
Comfortable
 
 
 
Please write your name in the box below marked 'Other'
 
 
Other
 
 
Thank you for your time. Email: [email protected]