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| Do you feel you have enough investment opportunities offered to you? |
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| Would you be happy to be contacted by a financial provider before a new product is launched? |
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| I feel my Provider(s) hear my needs? |
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| My financial/investment needs are well served by my existing relationship |
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| I am offered products that respond to my needs |
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| I have recently bought a product from a financial institution in the last 6 months? |
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| If yes: How satisfied are with the appropriateness of the product to your needs |
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| I am open to non financial investment opportunities |
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