Benchmark Wealth Management Awards 2021 – Submission

Category: Broker Support

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3. What was the split of training content delivered to the brokers?
4. Have you run a Broker Satisfactory Survey in the past 24 months, and what are your objectives? Select all that apply:
Please highlight the tools used for customer satisfaction and feedback, and highlight your achievement and process:
8. What does your Distributor and Agent portal do for internal and external intermediaries? Please select all that apply:
6. Please tell us your service level undertaking for the intermediaries and their customers across all segments.
8. Is there a bespoke solution and servicing for brokers with clients of unique and complex wealth management needs?
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