Previous Experience

We would love to find out a bit about your outsourcing experience via these few simple questions...

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* 1. What have you outsourced in the past / do you currently outsource?

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* 2. Did you use outsourcing as a short or long term solution?

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* 3. What has been your experience of it?

  Your experience
Compliance support
Back office updates / reconciliation
Paraplanning
Administration
Fund / Portfolio Management
Marketing
HR
N/A Never outsourced
Other

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* 4. If you have had any issues, what were they?

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* 5. What benefits did you find from outsourcing?

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* 6. If you have cancelled an outsourced service in the past, what process did you follow?

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* 7. If you could improve the service you recieved, what would you like to see?

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* 8. What functions would you consider outsourcing in future (that are not currently outsourced)?

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* 9. If you would never outsource, what are your primary concerns?

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* 10. How many regulated individuals does your firm have?

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* 11. How many paraplanners does your firm have?

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* 12. What amount of assets does your firm control or influence?

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* 13. Thank you for taking the time to complete our survey! If you would like to be entered into our prize draw to win a bottle of champagne, simply pop your email address below and we will contact you if you are the lucky winner. The Para-Sols Team

 
 100% of survey complete.

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