Are there particular areas of your business you need help with?

Whether it's getting the right know your customer information or collecting information and statistics about how your firm is operating (management information), these pages provide some further information, prompts and tools to help point you in the right direction.

Tools available in this section

Assessing customer needs

Communicating with customers

Management information

Factsheets

Possible agenda for initial customer meeting [PDF]

Suitability reports [PDF]

Do your suitability reports tell the right story? [PDF]

Customer survey [PDF]

Management Information: Does it show the full picture? [PDF]

Customer file reviews [PDF]

Knowing your customer and assessing their needs [PDF]