Commissions Unpacked Survey

Please complete the required information below:

 

1. Does your company have a list of planning services?

 

2. Are these planning services listed and promoted to potential clients?

 

3. Tick 4 of the most prominent planning services you are requested to provide

 

Are you professionally proficient in the planning services you offer?

 

If the answer is 'yes' to the above question - mark below which one best describes your proficiency at the particular planning task/s you have marked

 

Is your charge structure mainly commissions? That is more than 50%

 

Is your charge structure mainly fees? That is more than 50%

 

Verification

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