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Global Custodian McLagan
survey FAQ
How does the relationship between GC and McLagan work?
Under the terms of the partnership agreement, McLagan
provides a fully outsourced survey service to GC, including the
creation and distribution of questionnaires, the collection of
questionnaires completed both online through a dedicated tech-
nology platform and offline in formatted Excel spreadsheets,
the analysis of the data received and the preparation of both the
results and accompanying texts for publication.
GC manages all editorial, sponsorship and advertising associat-
ed with the surveys, including the digital badges and the awards
dinners.
McLagan prepares research reports, based on the survey
findings, combined with additional information about the costs,
revenues, productivity and financial performance of service pro-
viders, for purchase by the firms that take part in having their
services assessed.
To avoid conflicts of interest, there is no revenue-sharing on
these respective product sets between the two companies.
[Below McLagan explains the data collection process and the
safeguards surrounding it.]
How will my clients be invited to participate in the survey?
To ensure we remain in compliance with the General Data Pro-
tection Regulation (GDPR), which requires that survey respond-
ents consent to the use of their data to take part in the surveys,
you must seek the consent of your clients to share their contact
details with us.
To assist with this process, McLagan provides an on-line ser-
vice, the McLagan Survey GDPR Consent Platform. This enables
you to upload a spreadsheet file of, at a minimum, client email
addresses, in CSV format, and email the clients directly to seek
their consent to share their contact details with us. If you prefer
not to email clients directly from the platform, you can also
download from the platform a unique set of links to email clients
from your own email address.
Once a client consents to the sharing of their information with
us, we also seek their consent to share the survey questionnaire
with them. Once they have given that consent, we open a pass-
word-protected survey account in their name.
Your clients are also given an option to withdraw consent
at any time (which we are required to do under GDPR) and
an option to renew consent automatically. Contact details are
erased automatically if consent is refused or withdrawn – also as
required by GDPR.
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Global Custodian
Fall 2018
Can I invite clients directly?
Yes. Email invitations can be sent directly from your service pro-
vider account dashboard, allowing you to track whether your cli-
ent has accepted his or her invitation to participate in the survey.
Alternatively, you can copy and paste a copy of our survey link and
send it directly to clients through your own email account.
Can I track responses from my clients?
Yes. Individuals at your organisation open online accounts with us
via the McLagan Survey GDPR Consent Platform. Through these
accounts, your team can monitor responses, view the name and
organisation of a respondent and see which questions a respond-
ent has answered and which have been left unanswered.
What benefits are there to my clients for taking part in a survey?
Every client who completes a survey questionnaire will receive a
complimentary benchmarking report comparing their assess-
ment of their service provider to that of other clients of the same
provider, as well as a comparison of their provider with provid-
ers used by all other respondents to the survey.
Who can I contact with questions or for help regarding
surveys?
or queries about survey questionnaires and methodologies,
F
contact:
Dominic Hobson, [email protected]
or queries about survey participation, timetables and
F
process, contact:
Allison Cayse, [email protected]
For queries about survey research reports, contact:
Keith Amos, [email protected]
or queries about digital accreditation, awards dinners and
F
advertising, contact:
Daljit Sokhi, [email protected]
or queries about Global Custodian’s published survey
F
coverage, contact:
Richard Schwartz, [email protected]