WEALTH MANAGEMENT AWARDS QUESTIONNAIRE



 INVESTMENTS (shares, bonds, managed funds, pensions etc)


 1. Please name your main wealth or investment manager:

NB. This should be a company not an individual

2. About your wealth or investment manager

For each factor outlined below please give a score between 1 and 5, where 1 is 'very unsatisfied and 5 is 'extremely satisfied'
1- Very unsatisfied 2 3 4 5 -Very satisfied
FINANCIAL PERFORMANCE  Are you satisfied with the return on your investments?      
THE RANGE OF INVESTMENTS  Are you satisfied with the choices you are given and that your manager deals in all the investments you need or require?      
COMMUNICATION  Are you satisfied with the frequency and quality of communication you receive from your wealth manager?      
COST  Are you satisfied that the fees you pay are reasonable?      
TRUSTWORTHINESS, RELIABILITY and COMPETENCE  Are you satisfied that your manager has the necessary skills and is committed to doing what is in your best interests?

ALTERNATIVE INVESTMENTS (art, property etc)



 3. Please name the manager or adviser you use for alternative investments:

NB. This should be a company not an individual

4. About your manager or adviser for alternative investments

For each factor outlined below please give a score between 1 and 5, where 1 is 'very unsatisfied and 5 is 'extremely satisfied'
1- Very unsatisfied 2 3 4 5 -Very satisfied
FINANCIAL PERFORMANCE  Are you satisfied with the return on your investments?    
THE RANGE OF INVESTMENTS Are you satisfied with the choices you are given and that your manager deals in all the investments you need or require?   
COMMUNICATION  Are you satisfied with the frequency and quality of communication you receive from your wealth manager?    
COST  Are you satisfied that the fees you pay are reasonable?   
TRUSTWORTHINESS, RELIABILITY and COMPETENCE  Are you satisfied that your manager has the necessary skills and is committed