Tell us about your experience and decision to exit

Home Tell us about your experience and decision to exit

At Cromwell, your opinion matters to us. Listening to the feedback of our Unitholders ensures we better understand your needs and expectations. That’s why we are keen to hear about your recent experience with our team and your decision to exit.

The survey should take around 3 minute to complete.

First name:(Required)

Last name:(Required)

Email:(Required)

Mobile:

Which fund are you exiting from?

What was the primary reason for your decision to exit the Fund?

How would you rate the level of support and assistance provided by the Investor Services Team?

Do you have any recommendations for enhancing the investor experience?

How likely are you to consider re-investing in Cromwell funds or recommending it to others in the future?

Is there any additional feedback or comments you would like to provide regarding your experience with Cromwell Funds Management?

All personal information submitted will be treated in accordance with our Australian Privacy Policy. By submitting personal data to Cromwell Funds Management, you agree that, where it is permitted by law and in accordance with our Australian Privacy Policy or where you have agreed to receive communications from us, Cromwell Funds Management may use this information to notify you of our products and services and seek your feedback on our products and services. Please note you can manually opt out of any communications.