XYZ Financial Evaluation

At XYZ Financial we take pride in a reputation for maintaining the highest levels of ethical standards in every aspect of our business. The reason we strive to reach this standard is simple - to maintain the highest levels of trust between you, our clients, and XYZ.

However, we want to find oud out if you agree. Are we doing our job? Do you really trust us?

So we would like your help and ask that you respond to this brief questionnaire. The survey is confidential. Consequently, you can be comfortable to completely honest and straightforward.

There are 14 questions. The majority of the questions ask that you respond by using a simple scale from 1 to 9. 1 is extremely negative. 9 is extremely positive. 5 is neutral.

You will also have the opportunity to write in some responses if you choose.

Once again, thank you.
From the Team at XYZ Financial.
1. Has your Advisor worked in the field a long time? Does this experience qualify him/her at his profession?
Negative
Positive
2. Do I like my Advisor? Does he/she seem to like me?
Negative
Positive
3. Did he/she discuss principles or business ethics?
Negative
Positive
4. Do I feel that he/she has my best interests at heart?
Negative
Positive
5. Did he/she freely express his values? Do I know what they are?
Negative
Positive
6. Do I know his/her views on money and financial issues?
Negative
Positive
7. How well are XYZ's clients served?
Negative
Positive
8. Do I believe the claims made in XYZ’s advertising and marketing?
Negative
Positive
9. Does XYZ discuss its mission statement? Does it live up to it?
Negative
Positive
10. Do I feel that the Company has my best interests at heart?
Negative
Positive
11. What values does the Company express? Am I in sync with those values?
Negative
Positive
12. Does the Company act in a way that reflects its stated views on financial markets?
Negative
Positive
13. Do I think the financial service sector is secure? Can I explain why?
Negative
Positive
14. Do I feel that we will see sustained economic growth in the coming 5 to 10 years?
Negative
Positive
Do you feel you have been negative experiences in regard to the financial sector - whether it was by a person, organization, or by the sector in general. If so, could you please explain?
Your answer
However, if you have positive experiences, we would like to hear about that as well.
Your answer
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