PAS Survey | Bell Potter

On Boarding

1. Have you experienced delays in getting accounts on boarded? Please describe.

2. On a scale of 1-5, with 1 being poor and 5 being extremely good, how would you rate the client service you received when on boarding clients?

Comments

3. On a scale of 1-5, with 1 being poor and 5 being extremely good, how would you rate the client service your client received when on boarding?

Comments

4. Have the PAS team kept you well informed as clients are on-boarded, with regards to timing of implementation, billing, and reporting?

5. Has there been a gap between expectation and service delivered? Please describe.

6. Was the onboarding experience positive or negative? Please describe.

Termination of Service

7. Have you experienced delays in having accounts terminated from the service?

Yes
No

Comments

8. On a scale of 1-5, with 1 being poor and 5 being extremely good, how would you rate the client service you received when terminating a client from the service?

Comments

9. On a scale of 1-5, with 1 being poor and 5 being extremely good, how would you rate the client service your client received terminating from the service?

Comments

10. Was there a gap between expectation and service delivered?

Yes
No

Comments

11. Was the termination of service a positive or negative experience?

Yes
No

Comments

Reporting

12. Have you ever had any issues with reporting?

Yes
No

Comments

13. Have you ever had any issues with quality or accuracy?

Yes
No

Comments

14. Have you ever had any issues with reporting timeliness?

Yes
No

Comments

15. Have you ever had any issues with cost base issues or incorrect data?

Yes
No

Comments

Client Service

16. How would you describe the service you as an adviser receive?

17. How would you describe the service your clients are receiving?

18. Do you know who your contact point / relationship manager is for you to contact in the first instance?

Yes
No

Comments

19. Do you see areas for improvement? Please provide any other comments or constructive criticisms below

Please leave your name below if you would like to discuss the PAS with Management

Email

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