George Flemming CFP - feedback.htm


Take a moment and tell us how we're doing. (Average completion time is 4 minutes.)


1.	Performance of your investments.	. . . . . . . . . . . . . . . . . . . . .
2.	Comfort with your level of risk.	. . . . . . . . . . . . . . . . . . . . .
3.	Confidence that you have a coherent long-term investment strategy.	. . . . . . . . . . . . . . . . . . . . .
4.	Frequency of statements and written communications.	. . . . . . . . . . . . . . . . . . . . .
5.	Quality of statements and written communications.	. . . . . . . . . . . . . . . . . . . . .
6.	Frequency of telephone contact from myself or my office.	. . . . . . . . . . . . . . . . . . . . .
7.	Investment options and recommendations clearly explained to you.	. . . . . . . . . . . . . . . . . . . . .
8.	Ability to reach someone when you call.	. . . . . . . . . . . . . . . . . . . . .
9.	We react quickly when you make a request.	. . . . . . . . . . . . . . . . . . . . .
10.	Your questions are answered clearly.	. . . . . . . . . . . . . . . . . . . . .
11.	Your account is handled without problems or mistakes.	. . . . . . . . . . . . . . . . . . . . .
12.	Our website is informative and enjoyable.	. . . . . . . . . . . . . . . . . . . . .
13.	Our website is easy to understand and navigate.	. . . . . . . . . . . . . . . . . . . . .
14.	Our online newsletter is a useful resource.	. . . . . . . . . . . . . . . . . . . . .
15.	The one thing we could improve in our service is: (unlimited space - text will wrap)
16.	The one thing we could improve on our website is: (unlimited space - text will wrap)
17.	You would like to refer us to: (optional, but greatly appreciated, with your friend's permission)	Name : Phone:
18.	Your name: (optional, but helpful)	Name : Phone:
19.	Additional comments and/or suggestions? (unlimited space - text will wrap)

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The information contaned herein is for Canadian residents only and does not constitute an offer to sell or a solicitation in any jurisdiction in which Manulife Securities or its Advisors are not apropriately licensed or registered or where an Product or Service is not eligible for sale. Details are available on request.

George Flemming and Manulife Securities Investment Services Inc. and/or Manulife Securities Insurance Inc. (“Manulife Securities”) do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of George Flemming or Manulife Securities. The information in this communication is subject to change without notice.