Client Survey | Point Heritage Private Bank Private Bank

Name (If you would prefer to respond anonymously, please leave this blank)

Considering your complete experience, how likely would you be to recommend Point Heritage Private Bank to a friend, family member or colleague? (0 = highly unlikely, 10 = highly likely)

0

1

2

3

4

5

6

7

8

9

10

Please use the box below to provide the reasons for your answer

Thinking specifically about your banker, how likely would you be to recommend them to a friend, family member or colleague? (0 = highly unlikely, 10 = highly likely)

Please use the box below to provide the reasons for your answer

On average, how often does your banker or banker’s assistant contact you?

This frequency of contact is:

About right

Too frequent

Not frequent enough

If we were to make one change to enhance your experience of banking with Point Heritage Private Bank, what would it be?

Would you like us to share your answers with your banker?

Yes

No

If yes, please confirm your banker’s name

Would you like us to contact you about your responses? (If yes, please ensure you have provided your name at the top of this survey)

Yes

No