FEIFA Masterclass October 2025 - Webinar 2 Question Title * 1. Please rate Rex Cowley (Overseas Trust & Pension) for content and relevance (1 is poor and 10 is excellent). 1 2 3 4 5 6 7 8 9 10 Question Title * 2. Please rate Rex Cowley (Overseas Trust & Pension) for delivery (1 is poor and 10 is excellent). 1 2 3 4 5 6 7 8 9 10 Question Title * 3. Rex highlighted the percentage of clients/heirs that change the adviser at the point of inheritance. What was this? 40% 60% 80% Question Title * 4. Please rate Eric Silvestre (TAM) for content and relevance (1 is poor and 10 is excellent). 1 2 3 4 5 6 7 8 9 10 Question Title * 5. Please rate Eric Silvestre (TAM) for delivery (1 is poor and 10 is excellent). 1 2 3 4 5 6 7 8 9 10 Question Title * 6. Eric confirmed that the total charge on the TAM Enhanced Passive Strategy, including the OCF, is a maximum of what? 0.35% 0.45% 0.55% Question Title * 7. Please rate the webinar with regards to organisation ahead of the day (1 is poor and 10 is excellent). 1 2 3 4 5 6 7 8 9 10 Question Title * 8. Please rate the webinar with regards to organisation on the day (1 is poor and 10 is excellent). 1 2 3 4 5 6 7 8 9 10 Question Title * 9. Please rate the webinar overall, with regards to its relevance and benefit to you (1 is poor and 10 is excellent). 1 2 3 4 5 6 7 8 9 10 Question Title * 10. With regards to articles in our monthly members’ magazine, the “Trade Press”, which of these topics would be of most interest to you? AI/Technology Asset classes Business Development Compliance Cyber Crime Discretionary Fund Management (DFM) Individual Funds Market Overviews Multi-Asset Funds/Investing Networking Regulations Pensions Risk Assessment Staff Retention and/or Attraction Trusts Tax Planning Time Management Question Title * 11. With regards to future FEIFA events, such as this Masterclass webinar, which of these topics would be of most interest to you? AI/Technology Asset classes Business Development Compliance Cyber Crime Discretionary Fund Management (DFM) Individual Funds Market Overviews Multi-Asset Funds/Investing Networking Regulations Pensions Risk Assessment Staff Retention and/or Attraction Trusts Tax Planning Time Management Question Title * 12. Please detail your name. Question Title * 13. Please detail your email address. Question Title * 14. Please detail your company name. 3D Global ABC Group AIMS PI (Thailand) Limited AISA International AI Wealth Altyx Financial Planning ARK Capital Group AR&P Wealth Ascenta Wealth Aspire Wealth Management Astra Worldwide ATI Associates (Cyprus) Ltd AVC Advisory Aventis Financial Planning Axis Financial Consultants Beacon Global Wealth Management Blackden Financial S.A. Blacktower Financial Management Group Black Swan Capital Cimpel & partneři, s.r.o. Classic Financial Solutions C.V.B.A Corzak Ltd Crystal Financial Solutions CTT Private Client DTB Wealth Management Dunhill Financial EBG International Edenhurst Private Wealth EU Private Wealth EWMT Insurance Advisers and Agents Ltd FEIFA Fichtner s.r.o Fiduciam Financial Relationships First Financial Consulting First Sentinel Wealth Management Forth Capital FP Advance French Financial Advice Global UK Life Goal Portfolios GPI Europe Harrison Brook IFA Dataflow Imperius Wealth Ltd Integritas Wealth Partners Invest Barbados JC&A Abogados Jelinek Wealth Management Logic Financial Consultants Manentia Wealth Consulting Group Ltd Mark Dean Wealth Management Ltd Melbourne Capital Group Michael Reed Wealth Management Minefi Money Honey Moneyology Ltd Monnet Capital MoreThanBackOffice Ltd MWA Financial Advice Perceptive Planning Peregrine & Black Pura Wealth Sable Wealth Saso Strategic Advisers Simon Conn Simplicity Wealth Management SJB Global Skybound Wealth Management Speed Financial Solutions Squiggle Consult Ltd Star Capital Finance Stein International Investment Management Stula Consulting s.r.o Susanka & partneri Templar European Investment Services The IFA VA The Spectrum IFA Group TP Curran IFA Trinity Holdings Int. Ltd UK Expatriate Insurance Consultancy Ltd United Advisers Group Valiant Wealth Vezovisek & Partnerji Vie International Financial Services Ltd Warwick Road Financial Services Waypoint Financial Planning Yachting Financial Solutions Question Title * 15. Please confirm if you require a CPD Certificate. Yes No Question Title * 16. If you have any other comments, thoughts or feedback, please detail them here. Please provide some comment here if at all possible. Submit