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?
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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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Email Address
