Adviser platform review

This survey is for financial advice firms only. The answers here will be reported anonymously and in aggregate.

We are surveying financial advisers to get feedback on the platforms that you use and to ensure that your opinion is heard by those who implement change at the platforms.

As a thank you for taking part in this survey, you will receive:

- A free summary of Platforum's Choosing an Adviser Platform report - a helpful tool for platform due diligence, downloadable on the thank you page at the end of the survey.

- A summary of this survey's findings from within the ensuing report, which will provide a useful insight into your market.

By filling out this survey you will be eligible to enter our prize draw. 

Platforum provides independent research, business information, events and consultancy to platforms, life and pensions companies, fund managers and financial advisers.

Survey Prize Draw T&Cs

For more information please contact Ross Langbridge.

Question Title

* 1. Do you work for a financial advice firm currently operating within the UK?