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Read the latest Market Point issue!
Survey
If you have recently closed your Trust Point account, please take this brief survey.
1. What reason(s) led you to leave Trust Point?
Services
Fees
Investment returns
Relationship – changed or existing
Investment philosophy
Relocated
Other – Please use the space below to comment
Please explain:
2. How would you rate the quality of communication with the Trust Point team?
Very high
High
Average
Low
Very Low
3. How would you rate the manner in which your concerns were addressed?
Quickly and professionally
Quickly and unprofessionally
Slowly and professionally
Slowly and unprofessionally
4. How would you rate your investment performance with Trust Point?
Exceeded expectations
Met expectations
Did not meet expectations
5. How would you rate the value of Trust Point’s services relative to its fees?
High value and high fees
High value and low fees
Low value and high fees
Low value and low fees
6. What services, if any, drew you to your new institution? (Check all that apply)
Financial planning/budgeting
Banking services – debit card/checking account
Debt component – loan/mortgage
Credit counseling
Trust services
Other
Please explain:
7. Who was your primary Trust Point contact?
8. Would you recommend Trust Point to friends/family/colleagues?
Yes
No
Final comments:
If you would like to be contacted regarding your responses, please check the box and enter your email address. You can also email Bruce Shong at Trust Point,
[email protected]
If you would like to be contacted regarding your responses, please check the box and enter your email address. You can also email Bruce Shong at Trust Point,
[email protected]
Email Address
Comments
This field is for validation purposes and should be left unchanged.
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