TCF Feedback Form

Provide a structured TCF feedback form on your website

Your details

Add your name and email address so the adviser can identify the feedback.

Namerequired

Email Addressrequired

Advice process

Rate the advice process and add comments where useful.

Q1. Please rate the thoroughness with which your adviser obtained sufficient information about your personal and financial circumstances before making a recommendation.required

Comments for Q1

Q2. Did you and your adviser fully discuss your understanding of investment risk, and does your recorded attitude to risk match the product chosen?required

Comments for Q2

Q3. Did your adviser explain the product recommended clearly and in terms you could understand?required

Comments for Q3

Recommendation documents

Tell us whether the supporting documents were clear and accurate.

Q4. Did the Key Facts Illustration accurately detail the terms of the product recommended?required

Comments for Q4

Q5. Did the Suitability Report clearly explain why the product was chosen and accurately detail the terms of the recommendation?required

Comments for Q5

Service experience

Rate the clarity, fairness and overall service you received.

Q6. Please rate the clarity of your adviser’s explanations and their ability to handle your questions during the process.required

Comments for Q6

Q7. Please detail any aspects of the service provided by your adviser which might have been improved.

Q8. Please rate how well your adviser considered and prioritised your interests when making their recommendation.required

Comments for Q8

Q9. Would you use the services of your adviser again?required

Comments for Q9

Q10. Overall, how would you rate our service?required

Comments for Q10

The internet is not a secure medium and the privacy of your data cannot be guaranteed.