Dialshifter questionnaire

SRI Services is entirely focused on advancing (intermediated) retail sustainable, responsible and ethical investment - and has been since 2010.

We do this because we believe it matters where and how people invest - and because we believe many clients are interested.

We have talked about the need to 'shift the dial' and our ‘Dialshifter ®’ aims for some time.

So far we have:

a) Changed our logo

b) Added 264 fund manager and portfolio manager ‘Dialshifter statements’ to Fund EcoMarket entries.

We are currently looking to start running events that bring people together to discuss individual issues (and relevant financials), and sharing a 'Dialshifter member’ logo to aid client conversations.
We are keen to hear your feedback and suggestions...

Question Title

* 1. Your details

Question Title

* 2. Which, if any, of the following views do you agree with?

Question Title

* 3. Activity options

In the context of information that is relevant to retail financial services and our clients, which, if any, of the following interests to you?

Question Title

* 4. Which of the above interests you the most?

Question Title

* 5. Should there be an agreed set of standards (or code) for individuals and/or companies that might use a 'Dialshifter member' logo?

Question Title

* 6. Bearing in mind that we will only be able to do more if it is on a commercial basis (if your firm is not already a partner) - would you pay to be a 'Dialshifter member'?
(We are considering c£195 pa for individuals, c£1-2,000pa for companies, with details publishable on our website by agreement).

Question Title

* 7. Would you like to attend a round table meeting to discuss further?

Question Title

* 8. Thank you for responding - we will be in touch soon.
If you have any further comments please use the text box below or contact julia@sriServices.co.uk or Su on funds@sriServices.co.uk . Thank you!

T