Skip to content
Go to Portal
Go to Portal
Monthly Evaluation Form
"
*
" indicates required fields
Company
This field is for validation purposes and should be left unchanged.
Position with Straker Financial Services
*
Mortgage advisor
Insurance advisor
Your name
*
First
Last
Business Performance
*
Summarise your key activity and completed business figures for the past calendar month.
Pipeline & Outlook
*
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.
*
No - I will update Compliance as a matter of urgency
Yes
Details of compliance failings
*
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.
*
No
Yes - I will update Compliance as a matter of urgency
Complaint details
*
It is imperative you provide full details here and contact compliance now (if not done so already).
Monthly CPD Completed
*
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
Add
Remove
Advisor confirmation
*
I confirm that I have answered all sections honestly and to the best of my ability.
*
Advisor signature
*
WhatsApp us
