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IBOSS Spring Seminar London 2023
Feedback Form
1.
Please select your job role
Financial Adviser
Wealth Planner
Paraplanner
Investment Team
Sales
Compliance
Administration
Other (please specify)
2.
What is the main reason for your attendance today?
CPD
Networking
To hear views from speakers in person
3.
Overall, how satisfied were you with today’s seminar?
Very satisfied
Satisfied
Somewhere in-between
Dissatisfied
Very dissatisfied
4.
How did you find the overall length of today’s seminar?
Too short
About the right length
Too long
5.
In regards to the information displayed and discussed in today's seminar, what percentage of it did you fully understand?
(Please provide more detail on any specific areas you did not fully understand in Q5's comments box)
1%
100%
Clear
6.
On a scale of 1 to 5, how clear and easy to follow were the performance charts used today?
Charts were not fit for purpose
1 star
The majority of charts were difficult to follow
2 stars
Charts were OK but need improvement going forward
3 stars
The majority of charts were clear
4 stars
All charts were very clear and easy to follow
5 stars
Are there any specific performance charts that we need to improve, and how?
7.
Based on today’s views and opinions shared by the IBOSS investment team, do you believe they are managing your client’s portfolio in-line with their stated objectives and investment philosophy that they promote?
Yes
No
N/A
Additional comments...
8.
Has today’s seminar provided you with key information regarding market performance that will support you when discussing such matters with your clients?
Yes
No
N/A
Other (please specify)
9.
Do you have any additional feedback that you think would improve our future seminars to personally benefit yourself?
10.
Thank you for providing feedback...
Name
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