Customer Survey Form

As part of our ongoing commitment to ensure we continue to treat our customers fairly in all that we do, we would be grateful if you could take a few moments to complete the following survey in order to allow us to consider any area where improvement may be needed.

Client Survey

Section 1: Service

Q1. Please describe the information you received from your adviser to explain how we would be remunerated for our services?

Answer

Q2. Please describe your understanding of the advice given i.e. was it a full review or was it focused in any way? If advice was focused, please describe your understanding of what this means for you.

Answer

Q3. Please comment on whether you feel the level of overall service you received from your adviser was of a standard you were happy with.

Answer

Section 2: Your Adviser

Q1. Please comment on whether you felt your adviser gained enough information from you about your personal and financial circumstances before making their recommendations.

Answer

Q2. Please comment on the level of information provided to you by your adviser about how the recommended product(s) worked. Did you feel comfortable you understood the benefits and limitations of the product(s) purchased?

Answer

Section 3: Communications

Q1. Was the Demands and Needs Letter clear and were there any areas of the letter that you did not understand or that do not reflect your discussion with the adviser?

Answer

Q2. Were any queries you raised dealt with in a timely manner?

Answer

Q3. Do you require any further information or advice in relation to any other areas of protection planning?

Answer

Contact Details

Your Name

Your Adviser

Address

Email Address *

Telephone Number *

Verification

Please enter the following verification code: 5675

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