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. Did you understand the Financial Consultant's explanation as to why the financial product is suitable for you? *

Yes

Cannot recall

Others

Please specify *

4. Did you feel that the Financial Consultant understood your financial goals and objectives before recommending the product? *

Yes

Cannot recall

Others

Please Specify *

5. Were the fees, charges, and commissions associated with the financial product clearly explained to you? *

Yes

Cannot recall

Others

Please specify *

6. Did the Financial Consultant inform you of the following?

a. For Insurance/Investment-Linked Plans –

An early termination of your plan may result in a loss of premiums paid;
Premiums paid for Investment-linked plans will be subjected to investment risk; and
Freelook period during which you may cancel the policy and receive a refund of your premiums.

b. For Unit Trusts –

Investment in unit trusts is subjected to investment risk; and
There is a 7-day cancellation period during which you will receive a refund of your money, including the sales charge.

Please select *

Yes

Cannot recall

Others

Please specify *

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

Yes

Cannot recall

Others

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.

Fair Dealing | Terms of Use | Data Protection Policy

SingCapital

Contact Us

Follow Us

A member of