Ongoing Service Review Confidential Questionnaire

Nexus believes that striving to improve our service is a never-ending journey. Therefore, as part of our review service we ask that you complete and return this short questionnaire. It gives you the opportunity to highlight areas of financial concern or interest, and on receipt our client care team will liaise with you and your adviser ensuring requests are dealt with promptly

A description of our service levels are contained in Our Ongoing Service Agreement. Please click link to view Attitude to Risk descriptions.

Your Name
Phone
Email
Postcode
Adviser name
1. Please tick if any of the following personal circumstances changed since your last review:
(e.g. details of new employment, salary changes, expected inheritances, decline in health, marriage or divorce, birth of a child, etc. )
2. Would you like to review your Attitude to Risk and Capacity & Tolerance for Loss?
To ensure your existing investments remain in line with your expectations, do you consider yourself either more cautious or adventurous, when compared with when you made the original investment, or do you require a review of your attitude to investment risk? (This is how much risk appetite you are willing to take to achieve your savings and investment goals.)

If you tick NO, you will be indicating that you are happy with the risk profile of your investments and happy for them to remain unchanged.
3. Please tick if you wish to review any of the following aspects of your existing financial planning?
4. Have you used your full ISA Allowance this year? (Please tick one)
An Individual Savings Account (ISA) is a tax-efficient way to save or invest. You may be able to contribute up to £20,000 into an ISA in this current tax year.
5. Do you wish to discuss ISAs investments with us at this time?
6. Have you received or set aside any lump sum on which you wish to receive advice regarding investment?
7. Are you taking income from an existing Personal Pension Plan (not including annuities)?
Would you like to discuss/review the current income levels being taken?
8. Are there any other aspects of your financial planning you would like to discuss at this time?
9. How likely are you to recommend Nexus' services to a friend, family member or colleague?
Personal information you supply to us will be treated as confidential and held securely in accordance with Data Protection Regulations.

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