Client Name 1
Title
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Mr
Mrs
Miss
Ms
Forename(s)
Surname
Client Name 2
Title
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Mr
Mrs
Miss
Ms
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?
Please Select..
Much better than expected
Better than expected
As expected
Worse than expected
Much worse than expected
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?
Please Select..
N/A
Yes
No
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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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Yes
No
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Q4. Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended?
Please Select...
Yes
No
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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?
Please Select...
Yes
No
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
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Much better than expected
Better than expected
As expected
Worse than expected
Much worse than expected
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?
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Much better than expected
Better than expected
As expected
Worse than expected
Much worse than expected
We'd appreciate you providing more feedback here
Q9. Would you use the services of your Adviser again?
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Yes
No
We'd appreciate you providing more feedback here
Q10. Overall how would you rate our service?
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Much better than expected
Better than expected
As expected
Worse than expected
Much worse than expected
We'd appreciate you providing more feedback here
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