1. What is your primary use for Valuation statements?
3.
4. Would it be beneficial for you to be able to select the columns you would like included on your valuation statement?
5. Is it important for you to receive all trades on your portfolio or would you like the ability to select which products/trades are included on your valuation statement?
Would you prefer to be able to:
6. Do you have an internal deadline for receiving valuation statements?
7. Do you upload the valuation statements you receive into your own internal systems?
8.
9. From all the valuation statements you receive, consider the one you perceive to be the best. Consider the key features below and rate 1-5 how important they are when choosing which statement is the best? (1 being the least important, 5 being the most).
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Level of importance |
| Statement Content |
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| Timeliness of receipt of valuation |
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| Accuracy of valuation |
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| Format of valuation |
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| Other |
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10. Please rate 1 to 5 below the key customer service points that constitute good Client Service in your opinion? (1 being the least important, 5 being the most).
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Level of importance |
| Single point of contact |
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| Timeliness of query resolution |
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| Client visits and face to face contact |
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| Regular industry initiative updates |
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| Provision of MIS |
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| Other |
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11. How would you like to see client services organised?
12. Is 24 hours an acceptable response time for queries?
14.
15. Do you have a single client service contact for all your brokers, or do you mostly deal with the individual product areas directly?
16.
17. In addition to OTC derivatives, please list all the other products for which you would like to receive valuation statements. (You can pick more than one)
18. Considering all valuation statements you currently receive, please list all the differing products reported. (You can pick more than one)
19.
20.
21. In addition to valuation statements what reports whould you like to receive that you do not currently? (You may pick more than one)
23. What is your preferred distribution method for receiving valuation statements? Please rank 1-4. (1 being the least important, 4 being the most).
25. Are you currently set-up to receive FTP?
26. Do you currently use, or do you anticipate using a 3rd party vendor, such as Markit, in the future?
