Customer Feedback Form


Please complete the following details (Completion of the questionnaire should only take a maximum of ten (10) minutes.)
 
 
Customer Name
Company Name
Customer Email Address
Customer Phone Number
1. PLEASE INDICATE THE TRUST SERVICE CURRENTLY OFFERED TO YOUR ORGANISATION.

Security Trustee
Note Trustee
Collective Investment Scheme Trustee
Corporate Nominee Service
Not Applicable
 
2. PLEASE INDICATE THE TRUST PRODUCT YOU HAVE WITH US.

ALM Education Trust
ALM Living Trust
ALM Target Savings Trust
ALM Noble Trust
Wills / Administration of Estate
Not Applicable
 
3. PLEASE EVALUATE THE QUALITY OF OUR PRODUCTS AND/OR SERVICES OFFERED SO FAR.

Poor
Not Satisfied
Undecided
Good
Excellent
 
4. HOW IS YOUR EXPERIENCE WITH THE ONLINE ACCESS TO YOUR PRIVATE TRUST PRODUCT ACCOUNT?

Poor
Not Satisfied
Undecided
Good
Excellent
Not Applicable
 
5. ARE YOUR CONTRIBUTIONS MEETING YOUR TARGET FOR SETTING UP A PRIVATE TRUST ACCOUNT?

Yes
No
Not Applicable
   
 
6. PLEASE RATE OUR RESPONSIVENESS IN ADDRESSING YOUR ENQUIRIES/REQUESTS.

Poor
Not Satisfied
Undecided
Good
Excellent
 
7. PLEASE RATE US ON ACCESSIBILITY AND MAINTAINING REGULAR CONTACTS WITH YOU.

Poor
Not Satisfied
Undecided
Good
Excellent
 
8. PLEASE RATE OUR PROFESSIONALISM AND INDEPENDENCE.

Poor
Not Satisfied
Undecided
Good
Excellent
 
9. DOES THE TRUST STRUCTURE SUIT YOUR PURPOSES?

No
Not Quite
Undecided
Somewhat
Yes
 
10. HAVE YOU FOUND THE TRUST STRUCTURE EFFECTIVE IN ADMINISTERING THE ASSETS/SECURITY?

No
Not Quite
Undecided
Somewhat
Yes
 
11. COMPARED TO SIMILAR PRODUCTS AND/OR SERVICES OFFERED BY OTHER TRUST HOUSES, HOW WOULD YOU RATE OURS?

Poor
Not Satisfied
Undecided
Good
Excellent
 
12. WOULD YOU NOMINATE / APPOINT ALM ON A SIMILAR TRANSACTION IN WHICH YOUR ORGANISATION IS INVOLVED?

Yes
No
Not Applicable
   
 
IF NO, PLEASE TAKE A FEW MINUTES TO GIVE REASONS
 
13. WOULD YOU LIKE INFORMATION ON OUR OTHER TRUST PRODUCTS?

Yes
No
     
 
14. HOW SATISFIED ARE YOU WITH OUR TRUST PRODUCTS AND/OR SERVICES OVERALL?

Poor
Not Satisfied
Undecided
Good
Excellent
 
IF YOU ARE NOT SATISFIED, PLEASE TAKE A FEW MINUTES TO DESCRIBE YOUR DISSATISFACTION



15. WHAT IMPROVEMENTS (IF ANY) WOULD YOU RECOMMEND ON OUR PRODUCTS AND/OR SERVICES?



WOULD YOU BE WILLING TO GIVE US A REFERRAL TO OTHER CONTACTS OF YOURS?

Yes
No
     
 
IF NO, PLEASE TAKE A FEW MINUTES TO GIVE REASONS



 
ANY FURTHER COMMENTS: