CRM Questionaire

 
To the best of your knowledge, when was the date of advice?


Were the mortgage funds used for anything else other than the investments stated?
yes     no     unsure

Is there any previous complaint made to FOS or FSCS? *
yes     no

Is the client involved in any other legal action? *
yes     no

Was the client domiciled within the UK (England, Wales, Scotland and Northern Ireland) at the time of advice? *
yes     no

Is the client currently in an IVA or bankrupt? *
yes     no

Is the client currently in a debt relief order? *
yes     no

Has the claimant fallen into mortgage arrears or had difficulty meeting mortgage payments on time? *
yes     no

Is the claimant(s) currently in financial hardship?
yes     no       further review needed

Are any of the claimants deceased? *
yes     no


*Indicates a mandatory field.