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How likely are you to recommend PageRussell to a colleague or friend?

Please describe the options you were given for paying for our services.

Please describe your understanding of our firm’s scope of advice (e.g. Whole of market, Multi-tied or Tied).

Please describe your understanding of the advice given i.e. was it a full financial planning or was it focussed in any way? If advice was focussed, please describe your understanding of what this means for you.

Did you feel the adviser gained enough information from you about your personal and financial circumstances (e.g. present financial circumstances and personal details, long/short-term financial goals and aspirations) before making their recommendations?

What is your understanding of investment risk and what level are you willing to take in respect of this transaction (e.g. risk of capital erosion)?

What is your understanding of the investment risk attached to the product you purchased?

How do you think this product will meet with your personal goals and objectives?

Was the recommendation report clear and are there any areas of the letter that you did not understand or that do not reflect your discussion with the adviser?

Do you require any further information or advice in relation to any other areas of financial planning?

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