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Balanced Scorecard - Client Survey

Suitability of product recommendations
Understanding a client's needs
Did the representative ask you questions in order to understand your financial situation, investment objective and risk appetite before recommending an investment product?(*)

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Did you understand the representative’s explanation as to why an investment product is suitable for you?(*)

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Was there any instance during the financial advisory process where you felt that your representative had influenced you to provide an answer or influenced you to modify your original answer to an answer that you are uncomfortable with as it is inaccurate or does not represent your intention?(*)

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If yes, please explain how the representative had influenced you:
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Adequacy of information disclosure
Did the representative inform you that you have purchased an Insurance product and are you aware that you will not get back the full amount paid if you terminate the plan early; (Note: This brief description is only intended for traditional insurance plans and may not be applicable to investment-linked insurance plans) AND there is a 14-day free look period, or you may cancel this insurance plan or investment-linked insurance plan (as the case may be) within 14 days from the date on which you receive the policy from the insurance company, and if so, you would be returned your monies or premiums.(*)

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Standards of professionalism and ethical conduct in relation to the provision of financial advisory services
Were there any aspects of the sales process that you were dissatisfied with?(*)

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If yes, please elaborate (e.g. were you asked to sign blank or incomplete forms, or were you asked to sell part of your current investment portfolio and purchase another investment product without a clear explanation from the representative on the basis for so doing?)
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About You
Name as in NRIC(*)
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Email Address(*)
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Mobile Number(*)
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What product did you purchase(*)
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e.g. Term Insurance, Critical Illness Insurance, Investment Linked Product etc.