Please help us to serve you better by completing this survey. It should take around 5 minutes to complete.

1. When you initially spoke to your adviser on the phone to arrange your fact-find meeting, you felt the conversation was effective and professional, including what was said and how the adviser was speaking and listening to you.
   AgreeDisagreeN/A

2. Your meetings were well-controlled and structured.
   AgreeDisagreeN/A

3. Your adviser explained our firm’s disclosure documents to you in a clear, concise, engaging, and comprehensive way. You fully understood them, including our business model and charging structure.
   AgreeDisagreeN/A

4. Having discussed your financial planning needs with your adviser, you fully understand what your objectives are, and you feel the objectives that were established for you are accurate and complete.
   AgreeDisagreeN/A

5. Having discussed risk profiling with you, you understand the main asset classes, the relationship between risk and reward, and how risk profiles are assessed, sufficiently to put you in an informed position to agree your risk profile with your adviser and you are confident in the assessment of your risk profile.
   AgreeDisagreeN/A

6. Your adviser explained the main features, advantages, and disadvantages of the main investment strategies to you in a balanced, clear, concise, engaging, and comprehensive way. You fully understand them and were able to make an informed decision as to your preference.
   AgreeDisagreeN/A

7. You understand the reasons why your advice is suitable, and any disadvantages of the advice, so that you were in a sufficiently informed position to determine whether you wanted to take the advice or not.
   AgreeDisagreeN/A

8. Are you satisfied with the service you have received from your adviser?
   AgreeDisagreeN/A

Additional Information

Declaration

I declare that the information I have provided in this questionnaire is honest and genuine and that I was not unduly influenced by my Adviser, or anyone acting on their behalf, to answer in a particular way.

I consent for the details in this document to held on file by Antrams Financial Services LLP as per their Data Protection Policy.

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Date