MPF – Member Servicing

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1. What is your service pledge to the following:
2. What does your mobile app do for your Members? Please select all that apply:
4.What is the information provided in the reports delivered to members? Please select all that apply:
5. If you have run a Member Satisfaction Survey within the past 24 months, please explain your objectives? Select all that apply:
6. How has ECA been an effective AUM boost, and what is your view on this vehicle? Please select all that apply:
  • Prompt servicing and response time better than peers
  • Investment performance better than peers
  • Fees cheaper than peers
  • Independent investment manager selection
  • Our brand is better than peers
  • Our technology and portal is a competitive edge
  • We have a tight relationship with existing members
  • None of the Above
We have better competitive edges than the above:
  • Excellent brand campaigns
  • Investment performance better than peers
  • Fees cheaper than peers
  • Independent investment manager selection
  • Our brand is better than peers
  • Our technology and portal is a competitive edge
  • Attractive transfer offers
  • None of the Above
We have better competitive edges than the above:
10. Has the firm been involved in any customer-related lawsuits or offenses investigated by a judicial/regulatory process during 12 months?
11. Does the firm discuss or monitor the impact that its products and services have on members?
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