Customer Survey

Please fill out the short form below to help us get to know you.

Please select an item.

1. On average, How many RVP\DVP trades does your firm execute daily that require a Letter of Free Funds to satisfy Regulation T requirements?

2. Of the trades listed above, how many are Prime Broker trades subject to NYSE and SEC requirements?

3. Which method does your firm use to deliver Letters of Free Funds?

4. How many employees process the Letter of Free Funds at your firm?

5. Please indicate the level of automation currently in place at your firm regarding the following Letter of Free Funds Activities:

  • A. Faxing:
  • B. Validation:
  • C. Loffa Creation:

 

6. Are you responsible for both Institutional and Retail Letter of Free Funds and Prime Broker Accounts?

Would you like to recommend our product to another firm that you do DVP business with in order to increase operational Efficiencies between your firms?

Contact Name:

Contact Firm Name:

Contact Email:

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Comments:

 

Additional Information:

To contact us, please click here and fill out our short contact form. To speak with a customer service representative call 1-866-My-Loffa.

for customer service call 1-866-my-loffaCustomer Support:

If you are a customer and need assistance please contact our Help Desk. If you would like to speak to one of our customer support staff please call 1-866-My-Loffa.

please provide us feedback on how wer are doing by calling 1-866-my-loffaFeedback or Suggestions:

We are always striving to find new and better ways to improve. If you have suggestions that will give us the chance to help serve you better, click here, or call 1-866-My-Loffa.