Fin-Wise

1.Level of support by Lauren iro the following:

a.Policy Submission

b.Co-ordinating events(training)

c.Handling of queries in regards to new business

d.Handling of queries iro Front Office

e.Handling of queries iro EARNI and BERNI

f.Handling of queries iro Compliance

g.General knowledge of Old Mutual systems and procedures

h.Friendliness

i.Willingness to go the extra mile

j.General comments

2.Level of support by Tanya iro the following:

a.Coordinating events/training

b.Handling queries iro Compliance

c.Handling queries iro Front Office

d.Handling of queries iro EARNI and BERNI

e.General knowledge of Old Mutual systems and procedures

f.Friendliness

g.Willingness to go the extra mile

h.General comments

3.Training Provided within the Franchise

a.Product

b.Systems

c.Compliance

4.Franchise Meetings

a. Content

b.Presentation/Delivery

c.Venue

d.Frequency

5.Any suggestions/requests where the Franchise should/could improve

IMED

1.Quality of feedback on enquiries

2.Promptness of feedback on enquiries

List 3 main reasons for a positive/negative review(if any)

New Business

Ease of doing business

Common problems (if any):