ABOUT YOU AND YOUR FIRM

Hello! How very nice to see you.

Before we get started, let’s get to know each other a bit better. We’ll go first with a wee bit about us. There’s 18 of us at the lang cat and we’ve been in business for around 9 years now. Our head office is in Leith (more famous for Trainspotting and The Proclaimers) but we have a few southern cats too; a couple based in and around London and one who stays on the Isle of Wight. The vast majority of us have done a few laps of financial services before leaving corporate life, having worked in a variety of platforms, providers, asset managers and adviser firms.

Let’s hear about you now. Remember, none of this will be attributed to you at all, it's for us to do our charts and look for patterns.

Question Title

* 1. Which of the following best describes your role?

Question Title

* 2. Please specify the type of firm you work for/in:

Question Title

* 3. Please indicate the assets under influence (AUI) your firm is responsible for (£m):

Question Title

* 4. How many of the following work in the firm?

Question Title

* 5. What is your initial fee structure?

Question Title

* 6. What is your typical initial fee?

Question Title

* 7. What is your ongoing fee structure?

Question Title

* 8. What is your typical ongoing fee?

Question Title

* 9. Roughly what proportion (%) of new business do you place on (input to the nearest whole number):

T