If your adviser is providing an on-going service to you, do you understand what is included in this service and the associated costs?
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How confident were you in the expertise and knowledge of your adviser?
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Did you understand how and when you would need to pay your adviser?
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Are you satisfied that the products and services offered to you were relevant to meet your needs?
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Were you satisfied that the following documentation was clear and understandable for the Adviser’s advice letter / report? (Please use comments box overleaf to suggest any improvements
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Did you understand the type and level of service your adviser would provide to you?
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Are you satisfied that your adviser fully understood your financial needs and requirements from the questions they asked you?
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Were you satisfied that your adviser kept you appropriately informed?
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Did you understand how much you would be charged for the services provided by your adviser?
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Were you satisfied that any issues or concerns that you raised were dealt with appropriately? (Please use the comments box overleaf to add any further detail)
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Were you satisfied that the following documentation was clear and understandable for the product provider literature / brochure? (Please use comments box overleaf to suggest any improvements)
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Thinking about the overall level of service provided by your adviser, how would you describe your level of satisfaction if recommending them to a friend or colleague?
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Did you receive a written explanation from your adviser of the key features and cost of the product?
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