Client Feedback Questionaire

Title	MrMrsMissOther
Firstname
Surname
Name of Adviser
Do you feel that your Adviser obtained sufficient information regarding your personal and financial circumstances prior to making a recommendation regarding this transaction? *	YesNoN/A
Do you feel that you and your Adviser fully discussed your understanding of Investment Risk and that your recorded attitude to risk matches the product you have chosen? *	YesNoN/A
Do you feel that your Adviser explained the product recommended clearly and in terms which you could understand? *	YesNoN/A
Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended? *	YesNoN/A
Do you feel that the Suitability Report provided a clear explanation of why the product was chosen and accurately detailed the terms of the product recommended? *	YesNoN/A
Did you feel that our Adviser was clear in his/her explanations and that you could ask any questions with confidence? *	YesNoN/A
Did you feel that we had your interests in mind when making our recommendation? *	YesNoN/A
Did you feel that we had your interests in mind when making our recommendation? *	YesNoN/A
Were you made aware of any early redemption penalty relating to your mortgage?	YesNoN/A
Do you understand the implications of an increase in the rate of interest applicable to your mortgage?	YesNoN/A
Was the potential cost of your total borrowing over the full term of the mortgage discussed with you?	YesNoN/A
If you have taken a life,critical illness or private medical insurance policy, was the importance of fully disclosing your medical history made clear?	YesNoN/A
If relevant,do you understand that failure to disclose a medical condition might result in a claim not being paid?	YesNoN/A
Were the full benefits of your life,critical illness or private medical insurance policy explained to you and were you made aware of any exclusions if applicable?	YesNoN/A
Please detail any aspects of the service provided by your Adviser which might have been improved?
Overall how would you rate our service? *	Very GoodGoodAdequatePoorVery Poor
Would you use the services of your Adviser again? *	YesNoN/A
Verification:

We appreciate you taking the time to complete our client satisfaction questionnaire. When you are happy with your responses please click the Submit button below. All information submitted will be treated in complete confidence.

By submitting this information you have given your agreement to receive verbal contact from us to discuss your mortgage/ insurance requirements. You voluntarily choose to provide personal details to us via this website. Personal information will be treated as confidential by us and held in accordance with the Data Protection Act 1998. You agree that such personal information may be used to provide you with details of services and products in writing, by email or by telephone. Your home may be repossessed if you do not keep up repayments on your mortgage.

Will Assist Ltd, York Eco Business Centre,Amy Johnson Way,Clifton Moor,York.YO30 4AG

Registered Office: Mazhar House, 48 Bradford Road, Stanningley, Leeds, LS28 6DF Registered in England & Wales No. 7046089 Will Assist Ltd is authorised and regulated by the Financial Services Authority.

Tel: 01904 566579 Fax: 0844 686 9555
info@willassistmortgages.co.uk
VAT Number: 982074308