Anand Associates is an appointed representative of TenetConnect Limited, which is authorised and regulated by the Financial Services Authority. TenetConnect Limited is entered on the FSA register under reference 149826.
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Client Experience Survey
If you are an existing client of Anand Associates, we would appreciate if you would take a few minutes to complete our Client Experience Survey.
Anand Associates endeavours to provide both excellent advice and follow-up service. Whilst we take our regulatory obligations seriously, to ensure that we provide you with robust and relevant advice, we also aim for you to enjoy the experience of engaging in our creative Wealth Architecture.
We have a renowned global reputation and we wish to not only maintain this but constantly enhance it.
Having said that, we realise that there is always room for improvement and so we would like your help. Your feedback by answering the following questions will be valued and appreciated and will go towards making our proposition even stronger.
Full name
Who is your Financial Architect?
Were the Anand Associates Financial Architects and staff courteous in their dealings with you?
Yes No Not Sure
Do you feel that they clearly explained the type of solution(s) recommended and/or products(s) that you took out, including any disadvantages?
Yes No Not Sure
Do you feel that the advice given was both competent and appropriate?
Yes No Not sure
Were you made fully aware of the initial and ongoing costs of any product(s) taken out?
Yes No Not Sure
Was the solution recommended and any product(s) taken out relevant to your needs?
Yes No Not sure
Were you fully made aware of any fees (or commissions) which Anand Associates would receive from either yourself or the product provider (if any)?
Yes No Not sure
If any investment product was taken out, do you feel that Anand Associates clearly explained the relationship between risk and reward and how this related to your own attitude to risk?
Yes No Not sure
Is it important for you to have regular contact with Anand Associates to review your finances?
Yes No Not sure
If you answered yes to the question directly above, where you made aware of the Maintenance Programme?
Yes No Not sure
Did you receive a copy of the 'Important Information About Our Services' document, so that, should a complaint arise, you are aware of your rights to complain and to whom this should be made?
Yes No Not sure
Were any documents you received clear and accurately reflected exactly what was discussed with your Financial Architect?
Yes No Not sure
If you are happy with the advice provided, would you be willing to help our business grow by your Financial Architect asking you to facilitate some introductions to friends and family members who could benefit from similar advice?
Yes No Not sure
Please use the section below to make any observations, positive or negative, which you feel may help us to improve our level of service.
Thank you for taking your time in completing this questionnaire. If at any time, you feel you have further comments or guidance to give us, we very much welcome you contacting us.