Q1.
Do you feel that your Adviser obtained sufficient information regarding your personal and financial circumstances prior to making a recommendation regarding this transaction?
Select..
Yes
No
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?
Select..
N/A
Yes
No
Q3.
Do you feel that your Adviser explained the product recommended clearly and in terms which you could understand?
Select..
Yes
No
Q4.
Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended?
Select..
Yes
No
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?
Select..
Yes
No
Q6.
Did you feel that our Adviser was clear in his/her explanations and that you could ask any questions with confidence?
Select..
Yes
No
Q7.
Please detail any aspects of the service provided by your Adviser which might have been improved?
Q8.
Did you feel that we had your interests in mind when making our recommendation?
Select..
Yes
No
Q9.
Would you use the services of your Adviser again?
Select..
Yes
No
Q10.
Overall how would you rate our service?
Select..
Very Good
Good
Adequate
Poor
Very Poor