As part of our commitment to treating our customers fairly, we would welcome your feed back on our products and services.

Please take a moment to complete our Client Satisfaction Questionnaire which will be used to evaluate and improve the services we provide.

Title (required)
—Please choose an option—MrMrsMissMs

Your Name (required)

Your Email (required)

Name of Advisor

Feedback Questions

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?
—Please choose an option—Much better than expectedBetter than expectedAs expectedWorse than expectedMuch worse than expected

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?
—Please choose an option—N/AYesNo

Q3. Do you feel that your Adviser explained the product recommended clearly and in terms which you could understand?
—Please choose an option—YesNo

Q4. Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended?
—Please choose an option—YesNo

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?
—Please choose an option—YesNo

Q6. Please rate the clarity with which your Adviser made his/her explanations and their ability to handle your questions during the process
—Please choose an option—Much better than expectedBetter than expectedAs expectedWorse than expectedMuch worse than expected

Q7. Please detail any aspects of the service provided by your Adviser which might have been improved?

Q8. Please rate how well you think your Adviser considered and prioritised your interests when making their recommendation?
—Please choose an option—Much better than expectedBetter than expectedAs expectedWorse than expectedMuch worse than expected

Q9. Would you use the services of your Adviser again?
—Please choose an option—YesNo

Q10. Overall how would you rate our service?
—Please choose an option—Much better than expectedBetter than expectedAs expectedWorse than expectedMuch worse than expected

Your Privacy
We take your privacy seriously. Personal data submitted to Antony Ransom IFA Ltd with this form will be treated in accordance with the General Data Protection Regulation 2016 and the Data Protection Act 2018.