Illustrative sample only. The fictional interaction below demonstrates a report structure; it is not a real client result or a finding of regulatory breach.
Scenario and scope
Shopper CG-DEMO-01: a fictional working adult seeking an initial discussion about protection needs. Channel: scheduled face-to-face meeting. Objective: observe needs discovery, explanation and the next-step process. No application or transaction is completed.
Interaction summary
The representative introduces their firm and asks about the purpose of the meeting. The shopper describes a broad protection concern. A product is discussed before the shopper’s existing cover and budget have been explored. A follow-up appointment is proposed.
Observation 1 — Introduction
Expected: explain the firm, role and purpose of the meeting. Observed: these points are explained at the start. Evidence: fictional assessor notes, section A. Suggested follow-up: retain this behaviour in the agreed coaching standard.
Observation 2 — Needs discovery
Expected: gather the information specified in the agreed assessment criteria before progressing to a recommendation. Observed: existing cover and budget are not explored in this fictional conversation. Evidence: fictional assessor notes, section B. Suggested follow-up: validate the context, review the approved fact-finding process and coach the sequence if appropriate.
Review boundaries
This sample does not establish a breach of FAA-N16 or any other requirement. The full interaction, relevant documentation and applicable rules would need review. Production reports use the client’s agreed scope and evidence; a criterion that cannot be assessed is marked accordingly.
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