Client Feedback Form

Dear Valued Client,

SingCapital sincerely appreciates your continued support as our Valued Customer.

As part of our commitment to enhancing customer service satisfaction, we kindly request a few moments of your time to complete the brief survey below. Your valuable feedback will greatly assist us in improving our services.

Client Name (as per NRIC) *

Financial Consultant Name *

1. Did the Financial Consultant ask you relevant questions in order to understand your financial situation, investment objectives and risk appetite before recommending the financial product to you? *

Yes

Cannot recall

Others

Please specify *

2. Was there any instance during the financial advisory process where your Financial Consultant influenced you to modify your original answer to one that does not represent your intention and that you are uncomfortable with? *

Yes

Cannot recall

Others

Please specify *

3. If you have invested more than S$100,000, are you aware of the investment product(s) into which the amount has been allocated? *

Yes

Cannot recall

Others

Please specify *

4. If you have purchased a life insurance policy or made an investment with an annualized regular premium of S$20,000 or higher, are you aware of the product's features, benefits, and limitations? *

Yes

Cannot recall

Others

Please Specify *

5. Were you provided with clear information regarding the potential risks associated with the financial products recommended to you? *

Yes

Cannot recall

Others

Please specify *

6. Did your Financial Consultant explain how the financial product fits with your overall financial goals and objectives? *

Yes

Cannot recall

Others

Please specify *

7. Do you feel that you were given adequate time to review the financial products and consider your options before making a decision? *

Yes

Cannot recall

Others

Please specify *

8. Were there any aspects of the sales process do you think that we can improve in?

Yes

Please specify *

By submitting this form, you consent to SingCapital collecting, using, and disclosing your personal data, which you have provided in this form, for the purposes of responding to your request and/or providing you with relevant marketing information, in accordance with the Personal Data Protection Act 2012 and our data protection policy.

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