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Surveys
2015
September
A
Advice Experience Survery
Advice Experience Survery
0%
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How satisfied were you that the advice you received was of high quality standard?
Very Unsatisfied
Unsatisfied
Neutral
Satisfied
Very Satisfied
How satisfied were you that the advice you received was of high quality standard?
Dissatisfied
Not really sure
Satisfied
Very satisfied
Do you feel that you are in a better position now than before you implemented the advice?
Yes
No
Not sure
How long did you expect the Advice and Implementation (underwriting) process would take.
a day or two
a few days
a couple of weeks
a few weeks
a couple of months
a few months
not sure
Monthly
Quarterly
Annually
Do you feel that your adviser prepared you for the Advice and Implementation process?
Yes
No
How satisfied are you that your Adviser understood your circumstances, needs, goals and objectives?
Dissatisfied
Satisfied
Very satisfied
How well did your dedicated Client Services Manager assist you throughout your advice implementation stage (underwriting)?
Not very well
Well
Very well
Not sure
What was the most difficult or time consuming part of the implementation (underwriting) process
Completing / signing / scanning paperwork
Telephone application
Completing medical/blood tests
Providing financial documents
Other
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