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1 to strongly disagree, 2 to disagree, 3 to neither disagree or agree, 4 to agree, 5 to strongly agree.

1. I found it easy to arrange an appointment with the advisor.
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2. The advisor was clear and polite.
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3. The advisor was able to answer any question i had in a way that was clear and that was easily understood.
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4. The advisor presented and explained the documents which detailed the types and costs of the services that were available.
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5. The advisor kept me informed before, during and after the sale.
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6. I understand what the cost of the advice was and what i was being charged.
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7. The adviser asked me questions about my personal and financial circumstances and my long and short term objectives/goals before making a recommendation.
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8. On making the recommendations, the adviser explained the benefits and risks of the product(s) recommended in a clear way that was easily understood.
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9. I understand how the product recommended meets my objectives/goals and why it was recommended.
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10. I would be happy to recommend the adviser to my family and/or friends.
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11. I know what ongoing service my adviser is going to provide me
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12. Any other comments?

I/we expressly consent to be contacted with a view to bringing to my/our attention in the future, products or services that may be of interest to me/us:

• Mortgage products not linked to my/our existing arrangement

• Any other products and services

NoYes