Karl Schempp - Investment Advisor - Union Securities
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QUESTIONS EXCELLENT / GOOD / SATISFACTORY / NEEDS WORK / DISSATISFIED
1 Performance of your investments. . . . . . . . . . . . . . . . . . . . . .
2 Comfort with your level of risk. . . . . . . . . . . . . . . . . . . . . .
3 Confidence that you have a coherent long-term investment strategy. . . . . . . . . . . . . . . . . . . . . .
4 Frequency of statements and written communications. . . . . . . . . . . . . . . . . . . . . .
5 Quality of statements and written communications. . . . . . . . . . . . . . . . . . . . . .
6 Frequency of telephone contact from myself or my office. . . . . . . . . . . . . . . . . . . . . .
7 Frequency of our meetings. . . . . . . . . . . . . . . . . . . . . .
8 Investment options and recommendations clearly explained to you. . . . . . . . . . . . . . . . . . . . . .
9 Quality of investment advice/recommendations. . . . . . . . . . . . . . . . . . . . . .
10 We act in your best interest. . . . . . . . . . . . . . . . . . . . . .
11 Our understanding of your objectives, personal needs and situation. . . . . . . . . . . . . . . . . . . . . .
12 Your ability to reach someone when you call. . . . . . . . . . . . . . . . . . . . . .
13 We react quickly when you make a request. . . . . . . . . . . . . . . . . . . . . .
14 Your questions are answered clearly. . . . . . . . . . . . . . . . . . . . . .
15 Your account is handled without problems or mistakes. . . . . . . . . . . . . . . . . . . . . .
16 Ability to resolve problems. . . . . . . . . . . . . . . . . . . . . .
17 Our website is informative and enjoyable. . . . . . . . . . . . . . . . . . . . . .
18 Our website is easy to understand and navigate. . . . . . . . . . . . . . . . . . . . . .
19 Our regular newsletters are a useful resource. . . . . . . . . . . . . . . . . . . . . .
20 Our services overall. . . . . . . . . . . . . . . . . . . . . .
21 The one thing we could improve in our service is:
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22 The one thing we could improve on our website is:
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23 Testimonial – We’d appreciate any testimonials you can provide:
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24 You would like to refer us to:
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25 Your name:
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26 Additional comments and/or suggestions?
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Tel: 905-827-1486   Branch: 905-827-6100   Toll Free: 1-866-283-3808   Email: kschempp@union-securities.com

Unit 4     2441 Lakeshore Rd. West     Bronte Village Mall     Oakville, Ontario     L6L 1H6