We thank you for agreeing to complete this client satisfaction survey.

This is an opportunity for us to find out how we can better address your needs.

Please answer the following questions about how we have performed.

We value your feedback and we will use your comments to enhance our services to you.

Name
Name
Did we do a good job in understanding your requirements and paying attention to important detail?
Did we do a good job in understanding your requirements and paying attention to important detail?
Adviser's knowledge of investment products and industry
Adviser's knowledge of investment products and industry