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Contact Us
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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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Please 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?
I confirm all client files, advice and internal processes for the month adhere to all firm and regulatory standards.
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No - I will update Compliance as a matter of urgency
Yes
I have a new, pending or potential client complaints to declare.
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No
Yes - I will update Compliance as a matter of urgency
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
Time completed
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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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Phone
This field is for validation purposes and should be left unchanged.
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