:Customer Nam
:# Mobile
-1 Name the companies you are dealing with?؟ -2 Please list them based on the value of your) (portfolio -3 :Reason :Company Name What is the best investment company, and why؟
(Choose the most 5 important services you select an investment company (1- 5
List Best 3 companies Based on What you Prioritize Based on Importance Services .selected first co Second .Third Co .First Co .Co Trading via Internet
Trading via Phone
Trading via Investment Center Trading Commission Discount Discount Method ( Instantly, Monthly, (Annually Versus equity financing Type of Funding (A Temporary 48- hours, 7 days, (annual, other Complications Funding ، Possibility of Trading in all market ((GCC, International Detailed Portfolio Statement(Compan y Name, Number of Shares, Cost Price, (Market Value Detailed Trading for all executed orders Service Provided via Call Center
Company Website The investment company is owned by Bank
Below Survey is related to Star Investment Company
Products and Services Are the call center services from Star Invest Co. satisfactory No -2 Yes -1 ?to you :?In case it is not, What is exactly the problem Delay in -1 :(Other (Please specify -3Call Center Staff Performance -2 Response ?What is the service of the call center you want to be found within the call center for the company
?What do you think of the website of the company and the data and information available
Never visited the Website -4 Excellent -3 Average -2 Below Average -1
?What is the service you want to be found within the company’s website
No -2 Yes -1 ?Did you encounter any problem in obtaining account statements regularly
?How easy is it to you a detailed statement of your portfolio
Never asked for it -4 Difficult -3 Easy -2 Very easy -1
?What are the data that you want to find in the detailed statement of the portfolio
N -2 Y -1 In the case gave you an additional discount on the online trading services, you will be using an alternative o es ?Internet service Contact lonely ?What are the foreign markets that prefer trading through one investment account
No need for External Markets -4 International Market -3 Arabian Market -2 GCC Market -1
:What do you think each of the following services
What is the Best Evaluation Service Company Bellow -1 Excellent -3 Average -2 Receiving Portfolio Statement Average Bellow -1 Excellent -3 Average -2 Receiving Details for the your portfolio Average Bellow -1 Excellent -3 Average -2 Money Transfer Average Bellow -1 Excellent -3 Average -2 Reproduced Sri phone services Average Bellow -1 Re-issuance of a confidential number and user Excellent -3 Average -2 Average name for internet services Bellow -1 Excellent -3 Average -2 Confirmation SMS for Daily Trading Average :Please choose your preferences in the provision of service for each of the following services What is the Best Offered By Service Company By Mail -3 By Fax -2 Electronic -1 Receive Account Statement By Mail -3 By Fax -2 Electronic -1 Receive Portfolio detail statement Through -3 Investment By Fax -2 Electronic -1 Money Transfer Center By Mail -3 By Fax -2 Electronic -1 Receive Confirmation For Order Executions By Mail -3 By Fax -2 Electronic -1 Receive Dividends Notifications By Mail -3 By Fax -2 Electronic -1 Receive Share Bonus Notifications
Bellow is Related To Funding
?What is the importance of funding for trades
Very Important -3 Important -2 Not Important -1
?What kind of funding do you prefer if you want to get funding :(Other (Please Specify -2 Annual Funding -1 Temporally Funding for Temporally Funding for 7 days 48 hours Multiplier of 50% - 100% Multiplier of 50% - 100% Multiplier of 100 - 200%- 300%
?What are the channels of trading that prefer to deal with it Investment centers (direct -1 Trading By IVR -4 Trading By Phone -3 Trading By Internet -2 (Trading
This particular part of implementation through direct investment centers Implementation services through investment centers satisfactory to No -2 Yes -1 ?you :In the case of dissatisfaction, the problem related to :What is the best Company -4 Center’s -3 systems available -2 the staff of -1 location and its In the Center the Centre numbers ?Do you prefer to have in the center All of -4 Computers to use for trading and -2 Direct lines to connect to the -1 Available Broker -3 Above Inquiry central unit No -2 Yes -1 ?Is the prices watch list convenient for you No -2 Yes -1 ?In General, is the service in the center in a satisfactory for you :If the answer is No, please mention the reason
In General, what your evaluation for the Exc nt -3 Average -2 Bellow Average -1 elle ?investment centers
This part special implementation services via the Internet
Paid service -2 Free service -1 ?What type of Internet service do you use No -2 Yes -1 ?Is the internet service in a satisfactory for you ?In case you are not happy with the internet service, what is the problem Resolving -3 The way of issuing user -2 Company -1 :(Other (Please specify -4complaint related name and password Website Trading ?In general what is your evaluation for the Trading via company Website :Who is the best Company -4 Excellent -3 Average -2 Bellow Average -1
(This part special implementation services by phone (central unit -3
No -2 Yes -1 ?Is the trading via phone (Central Unit) a satisfactory to you ?In case it is not, what is the problem :(Other (Please specify -4 Resolving -3 Staff Behavior -2 Delay in Response -1 complaint related to trading ?In case of Delaying in Response, when this happened Last section of the Market -3 Middle of Market -2 Beginning of Market -1
(Trading Via Interactive voice response( IVR -4
No -2 Yes -1 Is the Trading via IVR a satisfactory to you ?In the case gave you an additional discount on trading through the automated phone you will use instead of central Contact lonely
No -2 Yes -1