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Client Survey

Client Satisfaction Survey

As part of our commitment to treating our customers fairly, we would welcome your feedback on our products and services. Please take a moment to complete our Client Satisfaction Survey which will be used to evaluate and improve the services we provide.

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Do you think your adviser was thorough during the process of obtaining information about your personal and financial circumstances?*
Do you feel that the Suitability Report provided a clear explanation of why the product was recommended for you?*
How satisfied are you with the overall product / service?*
Compared to similar services offered by other companies, how do you consider our service?*
Would you use our services again?*
Would you recommend other people to use the services of your Adviser?*
This field is for validation purposes and should be left unchanged.