JUDGING SCORECARD - MPF: Intermediary Support

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PoorBasicGoodVery GoodExceptional
Holistic design of the Intermediary Support Program
Ability to learn from the Voice of the Intermediaries
Training depth and content
Technology usage and ultimate effectiveness
Intermediaries accountability towards clients' goal alignment
Service levels to Intermediaries and their Clients
Duty of care on material redemptions
AUM retention bases
Withdrawal management and effectiveness
Ability to understand intermediary behavior for better service designs
Commitment to taking an ethical approach and put client interests before revenues
Fraud Prevention against withdrawals and mis-selling
All factors considered, how would you rate this investment strategy and its execution? Please score below: (0: lowest; 10: highest)
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