1. How satisfied are you with the ease of the onboarding process and the guidance provided throughout the journey?

2. How useful and easy to understand did you find the Wealth Checkup report and investment recommendations?

3. Did you Face any difficulties during your journey or while seeking support from us? Select an option No, The journey was smooth Yes - Login or Onboarding Yes - Wealth Checkup Yes - Advisory Fees Yes - Understanding Recommendations Yes - Agreement Yes - Contacting Support

4. How would you rate your overall experience?

5. How likely are you to recommend us to your friends and family?

6. Name

7. Email