Dear Intermediary,

The Financial Adviser Service Awards have, over the past 29 years, established themselves as the benchmark for provider service levels in our industry. Thousands of intermediaries provide their feedback each year and we'd like to canvass your opinion once again.

This year marks the 30th year of the Financial Adviser Service Awards. At a time of great change in our industry, the awards, too, have changed. To celebrate the 30th anniversary, we have added new categories that reflect the increased sophistication of the financial services industry, and the ever-growing range of providers that advisers rely on.

The new categories for 2020 are:
• Platforms
• Discretionary Investment Managers
• Back Office/ Support Services
• Cash Investments

This questionnaire will take 8 to 10 minutes to complete and gives you the opportunity to tell us which providers have given you quality service throughout the past year - and which ones haven't.

Please read the instructions and definitions before filling in the questionnaire and remember to only rate those companies you have done business with in the past 12 months.

We can only accept completed questionnaires from FCA-authorised intermediaries and mortgage advisers who have completed and submitted the survey themselves. All other entries will be disqualified. The information you give will be reported anonymously in an aggregated format and you will not be identified personally.

 

Supported by:

 

 
 
 


NOTES ABOUT FILLING IN THE QUESTIONNAIRE

COMPANY SELECTIONS
1. Identify the companies with whom you have dealt with during the past 12 months.
2. Work through the criteria and give each company (identified in the table) a rating from 1 to 10 (where 1 is the lowest, 10 is the highest) to indicate the quality of service they have provided.
3. Rate all the boxes that apply.
4. Refer to the definitions to give you more detail about the attributes.