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* 1. What is your role?

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* 2. Does your firm give independent or restricted advice?

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* 3. Are you directly authorised or in a network?

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* 4. If Directly Authorised are you?

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* 5. How many advisers are there in your firm?

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* 6. Which of the following do you most agree with?

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* 7. How would you describe your approach to investments ?

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* 8. Which of these approaches do you mainly use?

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* 9. For these different approaches to investments what trends do you see?

  Use more Use about the same Use less Not applicable - don't use this approach
Multi Asset Funds
Individual adviser fund selection
Internal Portfolio Construction ( at firm level )
DFMs
Model Potfolios

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* 10. Which of these research services do you use most often?

  Never use Sometimes use Use regularly Use in all cases
Defaqto Fund Ratings
Square Mile Research
Distribution Technology - Dynamic Planner
Morningstar / OBSR
Russell Investment Research
FE ( Trustnet )
Rayner Spencer Mills RSMR
ARC

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* 11. How often do you review your use of research companies?

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* 12. If you have an investment committee, is it?

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* 13. If you use external / third party solutions eg DFM - how important are the following?

  Very important Important Unimportant Very unimportant Not applicable
Access via a platform
Access to a local office
Availability of tailored/ bespoke portfolios
Standardised model portfolios 
Direct access to person making investment decisions
Availability of investment managers for client meetings

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* 14. Which of these risk assessment tools do you use?

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* 15. How often do you review your use of risk assessment tools?

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* 16. So we can send you our summary report and enter you in our £100 Amazon Vouchers prize draw please can you let us have your name, company and email address ?

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