Treating Customers Fairly Survey

Our promise to you is that we will always treat you fairly.

You can expect in all our dealings with you that we will:

Are we keeping our promise? Please take a few moments to let us know how we’re doing.

1. My adviser took the time to understand my circumstances and my financial needs *

	Strongly Agree	Agree	Partially Agree	Disagree	Strongly Disagree
Understood my needs	Strongly AgreeUnderstood my needs Strongly Agree	AgreeUnderstood my needs Agree	Partially AgreeUnderstood my needs Partially Agree	DisagreeUnderstood my needs Disagree	Strongly DisagreeUnderstood my needs Strongly Disagree

1. Additional Comments

2. The advice my adviser gave me was clear and easy to understand *

	Strongly Agree	Agree	Partially Agree	Disagree	Strongly Disagree
Clear Advice	Strongly AgreeClear Advice Strongly Agree	AgreeClear Advice Agree	Partially AgreeClear Advice Partially Agree	DisagreeClear Advice Disagree	Strongly DisagreeClear Advice Strongly Disagree

2. Additional Comments

3. The product or service my adviser recommended met my needs *

	Strongly Agree	Agree	Partially Agree	Disagree	Strongly Disagree
Product met my needs	Strongly AgreeProduct met my needs Strongly Agree	AgreeProduct met my needs Agree	Partially AgreeProduct met my needs Partially Agree	DisagreeProduct met my needs Disagree	Strongly DisagreeProduct met my needs Strongly Disagree

3. Additional Comments

4. The written information I received from my adviser was clear and easy to follow *

	Strongly Agree	Agree	Partially Agree	Disagree	Strongly Disagree
Clear written information	Strongly AgreeClear written information Strongly Agree	AgreeClear written information Agree	Partially AgreeClear written information Partially Agree	DisagreeClear written information Disagree	Strongly DisagreeClear written information Strongly Disagree

4. Additional Comments

5. My adviser explained the cost of the advice to me *

	Strongly Agree	Agree	Partially Agree	Disagree	Strongly Disagree
Cost advice explained	Strongly AgreeCost advice explained Strongly Agree	AgreeCost advice explained Agree	Partially AgreeCost advice explained Partially Agree	DisagreeCost advice explained Disagree	Strongly DisagreeCost advice explained Strongly Disagree

5. Additional Comments

6. My adviser was easy to contact and available to help me with queries when required *

	Strongly Agree	Agree	Partially Agree	Disagree	Strongly Disagree
Advisor availability	Strongly AgreeAdvisor availability Strongly Agree	AgreeAdvisor availability Agree	Partially AgreeAdvisor availability Partially Agree	DisagreeAdvisor availability Disagree	Strongly DisagreeAdvisor availability Strongly Disagree

6. Additional Comments

7. My adviser treated me in a friendly, courteous and helpful manner *

	Strongly Agree	Agree	Partially Agree	Disagree	Strongly Disagree
Advisor friendly & courteous	Strongly AgreeAdvisor friendly & courteous Strongly Agree	AgreeAdvisor friendly & courteous Agree	Partially AgreeAdvisor friendly & courteous Partially Agree	DisagreeAdvisor friendly & courteous Disagree	Strongly DisagreeAdvisor friendly & courteous Strongly Disagree

7. Additional Comments

8. I would recommend my adviser to a friend *

	Strongly Agree	Agree	Partially Agree	Disagree	Strongly Disagree
Recommend to a friend	Strongly AgreeRecommend to a friend Strongly Agree	AgreeRecommend to a friend Agree	Partially AgreeRecommend to a friend Partially Agree	DisagreeRecommend to a friend Disagree	Strongly DisagreeRecommend to a friend Strongly Disagree

8. Additional Comments

9. My adviser kept the Insight Customer Service Promise in all dealings with me *

	Strongly Agree	Agree	Partially Agree	Disagree	Strongly Disagree
Insight Customer Promise	Strongly AgreeInsight Customer Promise Strongly Agree	AgreeInsight Customer Promise Agree	Partially AgreeInsight Customer Promise Partially Agree	DisagreeInsight Customer Promise Disagree	Strongly DisagreeInsight Customer Promise Strongly Disagree

9. Additional Comments

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