Air Warrior Money

Annual Client Feedback Form

We value your relationship and would appreciate it if you could take a few moments to share your feedback. Your insights help us serve you better.

1. Overall experience

How satisfied are you with our overall services?
Would you recommend our services to your family and friends?

2. Communication and responsiveness

Please rate the following:

Response time
Availability
Professionalism
Clarity of communication

3. Investment understanding

Please indicate your level of agreement:

I understand the investment recommendations.
Risks associated with investments are explained clearly.
I receive sufficient information before making investment decisions.

4. Portfolio review

Are you satisfied with the frequency of portfolio reviews?
Would you like more frequent portfolio reviews?

5. Financial goals

Have your financial goals changed during the last 12 months?

6. Risk profile

Has your risk tolerance changed?
Would you like your risk profile to be reviewed?

7. Service quality

Please rate from 1 to 5, where 1 is poor and 5 is excellent:

Transaction support
Portfolio monitoring
Documentation assistance
Investment guidance
Overall satisfaction

8. Areas for improvement

9. Additional services

Which services would you like to receive?

10. Your comments

Declaration

Your responses are used only to review and improve the service we provide to you. We do not share them with third parties. Providing feedback is entirely voluntary.