Treating Customers Fairly - Client Questionnaire

Client Name 1
Title*
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Forename*
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Surname*
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Client Name 2
Title
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Forename
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Surname
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Name of Adviser
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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?
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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
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*
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