Client Service Questionnaire
Mortgage & Protection
Your name
First Name
Last Name
Your email
example@example.com
Did you receive a written and verbal explanation of the type and cost of service you were offered? ('Client Agreement' and 'Important Information About Our Services' documents)
Yes
No
Not sure
Comments
Did you understand the type of service being offered?
Initial advice only
Initial advice with on-going advice
Information only
Comments
Do you understand how you were charged for the service and advice provided?
No charge; you receive broker commission from my product provider
No charge; broker commission is paid to you from the charges on the products I pay
I paid a fee for your time and advice and you refunded all broker commission from the product provider to me
I paid a fee for your time and advice and you also received broker commission
Not sure
Comments
Was the range of advice clearly explained to you?
It was researched from a comprehensive range of mortgage products from across the market, but not deals that can only be obtained by going direct to a lender
It was researched from a limited range of product providers/lenders
It was chosen from a single product provider/lender
No recollection of this being discussed
Comments
Did you understand your broker's summary of the Key Facts document? This outlines the key features and the total cost of the mortgage or insurance product. (You should have received this prior to completing the application form).
Yes
No
Cannot recall receiving this
Comments
How clear did you find the literature/documents you received?
Very clear
Reasonably clear
Unclear
Comments
If there were any additional costs, (to you), for the transaction, were they explained to you? e.g. penalties incurred for transferring your original insurance policy to another product or a Booking Fee paid to the lender.
Yes
No
Not applicable
Comments
Did you receive your letter (the Product Confirmation report) before or within 5 days after the application forms were completed?
Yes
No
Comments
Did you understand all the points made in the Product Confirmation Report?
Yes
No
Comments
Were the points made in the Product Confirmation Report a true reflection of your meeting with your advisor?
Yes
No
Some were accurate, some were not
Comments
Overall, did you feel that the advice given at the time was entirely relevant to your circumstances and objectives/requirements?
Yes
No
Comments
Do you feel that you continue to understand what product or service you have bought and the reasons why?
Yes
No
Comments
Would you recommend Mortgage Solutions of Wakefield to others if asked? Please say why.
Yes
No
Comments
Any other comments or feedback?
Submit
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