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  1. Surveys
  2. 2013
  3. November
  4. C
  5. Consortia Investment Department Survey
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We want to effectively manage our time with you by using email as a quick and effective means of communication, regarding current themes in the area of investment and retirement products.

Please help us serve you better by taking a few minutes to tell us about the service that you have received from Consortia. We appreciate your business and want to make sure we meet your expectations.
 
 
 
How do you usually get information on financial and retirement matters? You can select more than one response.
 
Newspapers & Magazines
 
Television & Radio
 
Internet Browsing

 
 
 
Does our email communication program provide you with current information and ideas to help you manage your investments?
 
Yes
 
No
 
Somewhat
 
 
 
Are there topics addressed in our communications which you would appreciate receiving more information on? See examples below. Please check off as many as you please.
 
Consortia Customized Portfolios
 
Guaranteed Income for Life
 
Tax Efficient Investing
 
Estate Planning
 
Lifecycle Investment Strategies
 
Other
 

 
 
 
In thinking about your most recent experience with Consortia, was the quality of customer service you received;
 
Very Poor
 
Somewhat Unsatisfactory
 
About Average
 
Very Satisfactory
 
Superior
 
 
 
Considering the total package offered by Consortia, including product features and benefits and financial information, how satisfied are you with Consortia?
 
Very Satisfied
 
Somewhat satisfied
 
Neutral
 
Somewhat Dissatisfied
 
Very Dissatisfied
 
 
 
In terms of your financial services providers, how would you depict Consortia?
 
As your sole partner
 
As your major partner
 
As your minor partner
 
 
 
How likely are you to recommend Consortia to people you know?
 
Extremely high
 
Very likely
 
Moderate likely
 
Slightly likely
 
Not at all likely
 
 
 
Dear Valued Client:

As President of Consortia Inc., I want to thank you for entrusting us with your financial affairs and giving us the opportunity to serve you.You are invited to participate in our survey. In this survey, approximately 250 people will be asked to complete a survey that asks questions about our service. It will take approximately 10 minutes to complete the questionnaire.

Your participation in this study is completely voluntary. It is very important for us to learn your opinions. We appreciate your business and want to make sure we meet your expectations.

Your survey responses will be strictly confidential. If you have questions at any time about the survey, you may contact Angela Di Caprio at 514-721-7700 or by email at the email address specified below.

As a token of our appreciation for participating in this survey, those ho respond, will have their names included in a draw for a gift certificate with a value of_____ for __________________.
 
 
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