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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By submitting this form, I/we confirm that I/we have read and accept the privacy policy detailed on the website.

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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.

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