New Client Feedback Name Adviser's Name (Put N/A if you don't have an adviser) How did you find out about us? Friends or family Internet search Financial adviser / institution Social media Simply Invest book Other Why did you choose GYC? Recommended by others Range of products available Range of services available Competitive fees Other GYC adviser feedback My adviser is professional (courteous, well-groomed) Strongly Disagree Disagree Neutral Agree Strongly Agree My adviser is knowledgeable about financial products and services Strongly Disagree Disagree Neutral Agree Strongly Agree My adviser takes the time to understand my needs Strongly Disagree Disagree Neutral Agree Strongly Agree My adviser explained clearly the different product options available Strongly Disagree Disagree Neutral Agree Strongly Agree My adviser explained clearly the risks of my selected investment/insurance product Strongly Disagree Disagree Neutral Agree Strongly Agree I feel that I can trust my adviser Strongly Disagree Disagree Neutral Agree Strongly Agree Overall, I am satisfied with my adviser Strongly Disagree Disagree Neutral Agree Strongly Agree Do you have any other feedback for us? This can include feedback on your adviser, staff, and overall experience with GYC, as well as any areas we can improve on or other services/products you would like us to provide. Thank you!
