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3. Please select the name of the firm you are reviewing *
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4. Please select the area of advice you received *
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5. Did your adviser succeed in enhancing or clarifying your awareness of the risks and benefits in the areas that were of interest to you? *
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6. Did your adviser provide you with relevant information that enabled and supported your decision making? *
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7. Did your adviser provide you the time needed to digest information before asking you to make a decision? *
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8. Did your adviser allow you to ask sufficient questions to support your understanding? *
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9. Did your adviser ask you to confirm your understanding of the recommendation before you were asked to make a decision to proceed? *
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10. Did you feel well supported by your adviser throughout the engagement with you? *
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11. Were you able to clearly understand your options before proceeding? *
12. Do you have any comments to help your adviser enhance the service provided? (Optional)