Annual Planning Review Questionnaire

Please fill out the following form prior to boking your annual review.

1. Have you experienced any significant changes/life events in the last 12 months or will you be experiencing any significant changes/life events in the upcoming 12 months?
a) If yes, which of the following significant changes or life events ?
2. The volatility in the markets and increased inflation are top of mind for many people right now. Would you like to focus on this in our meeting?
3. Are you interested in learning about our Climate Focused Portfolio’s?
4. Are you happy with our services in the last year?
5. Are any of your friends, family members, or colleagues going through any of the following changes that may require financial advice? (Please select all that apply)
5. a) Would you like us to get in touch with them?

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