Ongoing Service Review Confidential Questionnaire

Your Name

First

Last

Your Phone Number

Phone

Your Email Address

Email

Your Postcode

Postcode

Your Adviser's Name

Adviser name

1. Please tick if any of the following personal circumstances changed since your last review:

If you have ticked YES to any of the above please provide brief details below:

(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?

YES
NO

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)

Used maximum ISA allowance
Partially used ISA allowance
Not used any ISA allowance

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?

YES
NO

6. Have you received or set aside any lump sum on which you wish to receive advice regarding investment?

YES
NO

If YES, please give brief details below.

7. Are you taking income from an existing Personal Pension Plan (not including annuities)?

YES
NO
Not Applicable

Would you like to discuss/review the current income levels being taken?

YES
NO
Not Applicable

8. Are there any other aspects of your financial planning you would like to discuss at this time?

Investment Planning – e.g. I have cash or cash ISAs I want to work harder for me
Retirement Planning – e.g. I have pensions that need reviewing
Protection Planning – e.g. I want to protect my family/loved ones
Protecting My Income – e.g. I want to ensure my income is maintained in the event of illness or disability
Inheritance Planning – e.g. I want to make sure the right money is passed into the right hands at the right time
Estate Planning – e.g. I need to make a Will or Lasting Power of Attorney
Investment Review – e.g. I would like to have an investment review completed
Other (please state below)

Other Financial Planning aspect:

9. How likely are you to recommend Nexus' services to a friend, family member or colleague?

Already have
Definitely will
Maybe
Unlikely

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