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STEP 1: Personal details

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STEP 2: Financial details - part 1

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Who are you regulated by? (please tick) *

Are you a: *

Roughly what % of your revenue comes from

  0 1-25 26-50 51-75 76-100
 

What is your company's total AUM?

Approximately how much business do you personally write each year?:

What is the average net worth of your clients:

Do you use the fund ratings from any of the following?

Do you regularly use fund data from any of the following?

Do you outsource your asset allocation decisions?

Do you regularly use any of these investment consultants?

Which international financial centres do you use for your clients?

Which of these product types do you regularly advise your clients to use?

Do you regularly use non-UK-domiciled funds?

STEP 3: Subscription details

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