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Monthly Evaluation Form
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Position with Straker Financial Services
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Mortgage advisor
Insurance advisor
Your name
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First
Last
Business Performance
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Summarise your key activity and completed business figures for the past calendar month.
Pipeline & Outlook
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Based on your current pipeline and activity, what are your realistic forecasts for the upcoming calendar month (be realistic please)?
I confirm all my existing client files, advice and internal processes adhere to all firm and regulatory standards.
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No - I will update Compliance as a matter of urgency
Yes
Details of compliance failings
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It is imperative you provide full details here and contact compliance now (if not done so already).
I have a new, pending or potential client/lender/provider complaint to declare.
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No
Yes - I will update Compliance as a matter of urgency
Complaint details
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It is imperative you provide full details here and contact compliance now (if not done so already).
Monthly CPD Completed
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If you don't meet your yearly CPD requirements, you cannot write business until they are met. See the CRM for details.
Topic Covered
Provided by (lender/provider/source)
Time completed in hrs/mins
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Advisor confirmation
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I confirm that I have answered all sections honestly and to the best of my ability.
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Advisor signature
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