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?
We'd appreciate you providing more feedback here
Q3. Do you feel that your Adviser explained the product recommended clearly and in terms which you could understand?
We'd appreciate you providing more feedback here
Q4. Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended?
We'd appreciate you providing more feedback here
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?
We'd appreciate you providing more feedback here
Q6. Please rate the clarity with which your Adviser made his/her explanations and their ability to handle your questions during the process
We'd appreciate you providing more feedback here
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?
We'd appreciate you providing more feedback here
Q9. Would you use the services of your Adviser again?
We'd appreciate you providing more feedback here
Q10. Overall how would you rate our service?
We'd appreciate you providing more feedback here
Email Address