Client Feedback


Treating Customers Fairly - Client Questionnaire

As part of our commitment to treating our customers fairly, we would welcome your feed back on our products and services.

Please take a moment to complete our Client Satisfaction Questionnaire which will be used to evaluate and improve the services we provide.

Thank you for your feedback, we appreciate you taking the time.

Client Name 1

Title

Forename(s)

Surname

Client Name 2

Title

Forename(s)

Surname

Adviser

Name of Adviser

Questions

Q1. Please rate the thoroughness with which your Adviser went about the process of obtaining sufficient information regarding your personal and financial circumstances prior to making a recommendation regarding this transaction?

We'd appreciate you providing more feedback here

Q2. Do you feel that you and your Adviser fully discussed your understanding of Investment Risk and that your recorded attitude to risk matches the product you have chosen?

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Q3. Do you feel that your Adviser explained the product recommended clearly and in terms which you could understand?

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Q4. Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended?

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Q5. Do you feel that the Suitability Report provided a clear explanation of why the product was chosen and accurately detailed the terms of the product recommended?

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Q6. Please rate the clarity with which your Adviser made his/her explanations and their ability to handle your questions during the process

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Q7. Please detail any aspects of the service provided by your Adviser which might have been improved?

Q8. Please rate how well you think your Adviser considered and prioritised your interests when making their recommendation?

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Q9. Would you use the services of your Adviser again?

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Q10. Overall how would you rate our service?

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To use this form, please visit our site on a device with a larger screen size or visit the 'Contact Us' section of our website.

Personal Finance

LONDON (Reuters) - The cost of a comprehensive motor insurance policy fell 1.3 percent on average in Britain in the fourth quarter from the previous quarter, though premiums rose 8 percent for full-year 2017, a survey said on Monday.
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LONDON (Reuters) - British MPs said on Monday that raising the borrowing cap on local authorities to boost the supply of new homes and a cut in the tax paid by first-time buyers would not "fix the broken housing market", as the government had pledged.
LONDON (Reuters) - British households turned gloomier about their finances in January as their expectations about future inflation hit a near four-year high and they relied more on borrowing, according to a survey which underscored the strain on many consumers.
LONDON (Reuters) - British shop sales slid by much more than expected in December, capping off the weakest year for retail since 2013 as consumers squeezed by the Brexit hit to prices continued to keep a tight grip on spending.