Century Management, Founded in 1974
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805 Las Cimas Pkwy, Suite 430, Austin, TX 78746
Investment Counselors
Managing Portfolios $2 Million and Above © 2008
Century
Management
Client Service Survey
First Name Last Name
Home Phone Work Phone
eMail Address
Please select your service representative (point of contact) at Century Management.
Are your calls and/or e-mails returned in a timely fashion?
 Always Almost Always Occasionally Never
Do you receive pro-active calls from your Century Management service representative?
Always Almost Always Occasionally Never

Please rate the following:

   a. Service Representative's
       knowledge of my account and
       Century Management's
       viewpoint?

   b. Service Representative's
       knowledge of financial
       planning topics?

   c. Ease of reading and
       understanding Century
       Management's quarterly
       reports?

   d. Ease of reading and
       understanding Century
       Management's newsletters?

   e. Year-end Client Review and
       Video?

   f. Century Management is
      meeting all my expectations?

   g. Are you happy with your
       service representative?

Excellent

5




5



5




5



5


5


Yes

 

4




4



4




4



4


4


No

 

3




3



3




3



3


3

 

2




2



2




2



2


2

Poor

1




1



1




1



1


1
Please give us your thoughts on how we may improve our newsletter, our client review, the video of our year-end review or any aspect of our service to you. Our Service Representatives' year-end bonuses depend on the service they provide you. If you have any positive comments, they would appreciate them. If you have ideas on how they can improve their service, we would appreciate these as well.
When you have completed the above, please use this button.
If you want to correct your entries before submitting, use this button.

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