Internal investigation

Internal investigation complaints form

Full Name of Member

Facebook name in private group

Phone Number (whatsapp group)

Membership Sign-Up Date (DD/MM/YYYY)

Payment terms (Stripe - 6 months or PayItMonthly 12 months etc)

Overall Deal Value

Outstanding balance

Date of Complaint Submission (DD/MM/YYYY)

Brief Details of the Complaint (copy & paste from complaints form)

Name of Setter

Name of Closer

Recorded Calls reviewed

Recorded Calls Compliant

If no, please give further details

14 Day cooling off period expired?

Date of Expiry for cooling off period

Content Viewed and what percentage?

Payment Defaults?

Terms & Conditions Sent? (Yes/No - DD/MM/YYYY)

If yes, please give further details

Name of Employee Submitting form

I, Employee mentioned above confirm that the information provided in this form is true, accurate, and complete to the best of my knowledge and belief. I understand that providing false or misleading information may result in further investigation or disciplinary action.

Internal investigation complaints form

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