* 1. Do you feel that your Adviser explained the investment recommendation clearly, and in terms which you could understand?

* 2. Do you feel that the Suitability Report provided a clear explanation of why the product was chosen and accurately detailed the terms of the investment recommended?

* 3. How important is the ability to choose to pay a fee or allow a commission?

* 4. Are we meeting your expectations?

* 5. How many marks out of ten would you give us?

* 6. What would we have to do to score 10 out of 10?

* 7. How would you describe the helpfulness of other staff at our firm?

* 8. Where would you be happy to see us have more involvement?

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