Client 1 Name

Client 2 Name

Name of Adviser

Do you feel that the adviser asked enough questions about your financial and personal circumstances to make a recommendation? Do you feel that the adviser asked enough questions about your financial and personal circumstances to make a recommendation?YesNo

Do you feel that the adviser explained in detail the key features of the recommended product? Do you feel that the adviser explained in detail the key features of the recommended product?YesNo

Do you feel that the Key Facts Illustration detailed the key features of the recommended product clearly? Do you feel that the Key Facts Illustration detailed the key features of the recommended product clearly?YesNo

Do you feel the adviser was clear in his/her explanations and answered your questions clearly? Do you feel the adviser was clear in his/her explanations and answered your questions clearly?YesNo

Do you feel the adviser recommended the solution which best addressed your needs? Do you feel the adviser recommended the solution which best addressed your needs?YesNo

Would you recommend your adviser to someone else? Would you recommend your adviser to someone else?YesNo

We hope that you have been happy with the service provided. We would be grateful if you could express your comments about your overall experience in dealing with us, as we would be delighted to add your comments on this Website in the testimonial section. If you are happy for your comments to be published on our website, please complete your comments in this box.