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Interface Financial Planning Client Survey
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Question 1.

Name:

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Question 2.

What was the name of your financial planner / adviser for this advice session?

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Question 3.

What product(s) or service(s) have we helped you with?

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Question 4.

My Financial Planner took the time to understand my current circumstances, and my personal and financial goals

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Question 5.

My adviser gave a clear explanation of the potential risks associated with any recommended product or service and took appropriate measures to understand the level of risk I was prepared to take in relation to my goals and objectives

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Question 6.

I received concise, helpful documentation including a Suitability Report detailing any advice given, and key features documents relating to any recommended products.

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Question 7.

Which attributes do you consider most important in your adviser relationship?

- Required.
1 of 9 - Adviser of a similar age. Select to start reordering
Adviser of a similar age
2 of 9 - Team size. Select to start reordering
Team size
3 of 9 - Range of services. Select to start reordering
Range of services
4 of 9 - Fees & Expenses. Select to start reordering
Fees & Expenses
5 of 9 - Experience with clients like me. Select to start reordering
Experience with clients like me
6 of 9 - Honesty & Integrity of your adviser. Select to start reordering
Honesty & Integrity of your adviser
7 of 9 - Longevity in the Profession. Select to start reordering
Longevity in the Profession
8 of 9 - Qualifications & Certification. Select to start reordering
Qualifications & Certification
9 of 9 - Quality of Advice. Select to start reordering
Quality of Advice
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Question 8.

Does your adviser respond to your requests in a timely manner?

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Question 9.

The service arrangement was clear and you understood the way Interface Financial Planning was to be remunerated.

Please provide any additional feedback regarding Service and Remuneration in the comments box.

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Question 10.

You understood your advisers recommendation, the recommended product, and felt confident that this was the correct choice for your circumstances.

In the comments box, please provide a summary of the recommendation in your own words.

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Question 11.

I find the Interface Financial Planning's Online Client Services useful and easy to use

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Question 12.

How often do you log in to Interface Financial Planning's Personal Finance Portal (PFP)?

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This is required
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Question 13.

Given my experience, I feel that Interface Financial Planning operates in such a way that the concept of Treating Customers Fairly is central to their culture (for more information see the TCF Policy on our website)

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Question 14.

In thinking about your most recent experience with Interface Financial Planning Ltd, were you pleased with the level of service you received?

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Question 15.

If you have any other comments or suggestions please let us know