Our promise to you is that we will always treat you fairly. You can expect in all our dealings with you that will we will:
Are we keeping our promise? Please take a few moments to let us know how we're doing. Please rate each of the following against a scale where:
| # | Question | Rating | Additional Comments |
| 1. | My advisor took the time to understand my/our circumstances and my/our needs | | |
| 2. | The advice given to me was clear and easy to understand | | |
| 3.a | The product or service recommended met my/our needs OR | | |
| 3.b | It was fully explained whay a recommendation could not be made | | |
| 4. | The written information received was clear and easy to follow | | |
| 5. | All costs were explained | | |
| 6. | The advisor was easy to contact and available to help when required | | |
| 7. | I/We were treated in a friendly, courteous and helpful manner | | |
| 8. | My advisor contacts me on a regular basis to review my needs | | |
| 9. | I/We would recommend the advisor to a friend or family member | | |
| 10. | Overall, the Mortgage Options Promise was kept | | |
| 11. | I/We have other areas we would like to discuss, in particular, Pensions & Investments | | |