01375 430 431 | tonysilver@whmltdifa.co.uk

Treating Customers Fairly - Client Questionnaire

As part of our commitment to treating our customers fairly, we would welcome your feed back on our products and services.

Please take a moment to complete our Client Satisfaction Questionnaire which will be used to evaluate and improve the services we provide.

Thank you for your feedback, we appreciate you taking the time.

Client Name 1

Title

Forename(s)

Surname

Client Name 2

Title

Forename(s)

Surname

Adviser

Name of Adviser

Questions

Q1. Please rate the thoroughness with which your Adviser went about the process of obtaining sufficient information regarding your personal and financial circumstances prior to making a recommendation regarding this transaction?

We'd appreciate you providing more feedback here

Q2. Do you feel that you and your Adviser fully discussed your understanding of Investment Risk and that your recorded attitude to risk matches the product you have chosen?

We'd appreciate you providing more feedback here

Q3. Do you feel that your Adviser explained the product recommended clearly and in terms which you could understand?

We'd appreciate you providing more feedback here

Q4. Do you feel that the Key Facts Illustration provided, detailed accurately the terms of the product recommended?

We'd appreciate you providing more feedback here

Q5. Do you feel that the Suitability Report provided a clear explanation of why the product was chosen and accurately detailed the terms of the product recommended?

We'd appreciate you providing more feedback here

Q6. Please rate the clarity with which your Adviser made his/her explanations and their ability to handle your questions during the process

We'd appreciate you providing more feedback here

Q7. Please detail any aspects of the service provided by your Adviser which might have been improved?

Q8. Please rate how well you think your Adviser considered and prioritised your interests when making their recommendation?

We'd appreciate you providing more feedback here

Q9. Would you use the services of your Adviser again?

We'd appreciate you providing more feedback here

Q10. Overall how would you rate our service?

We'd appreciate you providing more feedback here

Email Address

Your Privacy

We take your privacy seriously. Personal data submitted to White House Mortgages Ltd with this form will be treated in accordance with the Data Protection Act 2018.

The internet is not a secure medium and the privacy of your data cannot be guaranteed.

FREE PHONE 0800 245 5524

FCA: 302190    ICO:  ZA211369

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White House Mortgages Ltd

Whole Of Market Independent Mortgage Advice
Established 10/01/1997
Directly Authorised & Regulated since 31/10/2004
Tell us what you want to achieve and we will do all of the work for you

Please call: 0800 245 5524

Please click here to read the guide to Consumer Duty
PLEASE CLICK HERE FOR THE CONSUMER GUIDE TO CONSUMER DUTY ALLIANCE
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Privacy Policy

White House Mortgages Ltd has established this Online Privacy Policy so that you can understand the care with which we intend to treat your Personal Information.

Personal Information means any information that may be used to identify an individual, including, but not limited to, a first and last name, a home or other physical address, an e-mail address or other contact information, whether at work or at home. In general, you can use the White House Mortgages Ltd web site without telling us who you are or revealing any Personal Information about yourself.

If you choose to provide us with your Personal Information on the web, we may transfer that Information, within White House Mortgages Ltd, but the information will be held within the UK, in accordance with the General Data Protection Regulation 2016 and the Data Protection Act 2018. In no case is data shared or sold to, any third party.

Cookies and Other Tracking Technologies

Some of our web pages utilise "cookies" and other tracking technologies. A "cookie" is a small text file that may be used, for example, to collect information about web site activity. Some cookies and other technologies may serve to recall Personal Information previously indicated by a web user. Most browsers allow you to control cookies, including whether or not to accept them and how to remove them.

You may set most browsers to notify you if you receive a cookie or you may choose to block cookies with your browser, but please note that if you choose to erase or block your cookies, you will need to re-enter your original user ID and password to gain access to certain parts of the web site. Tracking technologies may record information such as Internet domain and host names; Internet protocol (IP) addresses; browser software and operating system types; clickstream patterns; and dates and times that our site is accessed. Our use of cookies and other tracking technologies allows us to improve our web site and your web experience. We may also analyze information that does not contain Personal Information for trends and statistics.

To protect your privacy, we have adopted the following principles:

Notice

Where White House Mortgages Ltd collects Personal Information on the web, we intend to post a purpose statement that explains why Personal Information will be collected.

Choice

You may choose whether or not to provide Personal Information to White House Mortgages Ltd. The notice we intend to provide where White House Mortgages Ltd collects Personal Information on the web should help you to make this choice.

If you choose not to provide the Personal Information we request you may be unable to fully utilise the services provided by White House Mortgages Ltd. If you chose to have a relationship with White House Mortgages Ltd, such as a contractual or other business relationship or partnership, we will naturally continue to contact you in connection with that business relationship.

Security

Wherever your Personal Information may be held within White House Mortgages Ltd, we intend to take reasonable and appropriate steps to protect the Personal Information that you share with us from unauthorised access or disclosure.

Access / Accuracy

To the extent that you do provide us with Personal Information, White House Mortgages Ltd wishes to maintain accurate Personal Information. Where we collect Personal Information from you on the web, our goal is to provide a means of contacting White House Mortgages Ltd should you need to update or correct that Information. If for any reason those means are unavailable or inaccessible, you may send updates and corrections about your Personal Information to tonysilver@whmltdifa.co.uk and we will make reasonable efforts to incorporate the changes in your Personal Information that we hold as soon as practicable.

Childrens' Privacy

White House Mortgages Ltd website is not structured to attract children. Accordingly, we do not intend to collect Personal Information from anyone we know to be under 16 years of age.

Commitment

We are committed to privacy and support current industry initiatives to preserve individual privacy rights on the Internet. Protecting your privacy on-line is an evolving area and this website will constantly evolve to meet these demands

If you have any comments or questions regarding our Online Privacy Policy, please contact us at tonysilver@whmltdifa.co.uk . We will address any issue to the best of our abilities as soon as possible.

Your Consent

By using this web site, you consent to the terms of our Online Privacy Policy and to our processing of Personal Information for the purposes given above as well as those explained where we request Personal Information on the web.