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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 cross-border/offshore business do you write each year:

What is the average net worth of your clients:

If you use offshore bonds, which of the following companies' products do you use?

Approximately what % of your revenue do you derive from the following?

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STEP 3: Financial details - part 2

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

Which international financial centres do you use for your clients?

Which of these product types do you regularly advise your clients to use? (please tick as many boxes as appropriate)

For your UK clients do you regularly use non-UK domiciled funds with distributor status?

In general, do you prefer to use local products or cross-border/offshore products?

STEP 4: Subscription details

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