<p> :Customer Nam</p><p>:# Mobile</p><p>-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؟ </p><p>(Choose the most 5 important services you select an investment company (1- 5</p><p>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</p><p>Trading via Phone</p><p>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</p><p>Company Website The investment company is owned by Bank</p><p>Below Survey is related to Star Investment Company</p><p>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</p><p>?What do you think of the website of the company and the data and information available</p><p>Never visited the Website -4 Excellent -3 Average -2 Below Average -1</p><p>?What is the service you want to be found within the company’s website</p><p>No -2 Yes -1 ?Did you encounter any problem in obtaining account statements regularly</p><p>?How easy is it to you a detailed statement of your portfolio</p><p>Never asked for it -4 Difficult -3 Easy -2 Very easy -1</p><p>?What are the data that you want to find in the detailed statement of the portfolio</p><p>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</p><p>No need for External Markets -4 International Market -3 Arabian Market -2 GCC Market -1</p><p>:What do you think each of the following services</p><p>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</p><p>Bellow is Related To Funding</p><p>?What is the importance of funding for trades</p><p>Very Important -3 Important -2 Not Important -1</p><p>?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% </p><p>?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</p><p>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</p><p>In General, what your evaluation for the Exc nt -3 Average -2 Bellow Average -1 elle ?investment centers</p><p>This part special implementation services via the Internet</p><p>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</p><p>(This part special implementation services by phone (central unit -3</p><p>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</p><p>(Trading Via Interactive voice response( IVR -4</p><p>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</p><p>No -2 Yes -1</p>
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