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First name:
Last name:
Email:
*
Mobile phone number:
Company name:
Type of company?
Please Select
Family Office
Fund Management
Other
Wealth Management
What's your role?
Please Select
Chief Executive Officer
Chief Compliance Officer
Chief Financial Officer
Chief Information/Technology Officer
Chief Investment Officer
Chief Operation Officer
Chief Revenue Officer
Chief Sustainability Officer
Chief Transformation Officer
Head of Back Office
Other
Chairman
Board Member
Board Deputy
How many clients do you handle?
Do you have a manual or digital onboarding process?
Digital
Manual
How do you make reports? How often?
What system are you using today?
What features or routines are you lacking with current setup?
How do you communicate with clients today?
What languages do you need in your reports?
Is whitelabeling of reports and portal important for you?
What is included in the reports?
List your types of asset classes:
Do you have control of KYC, PEP and AML monitoring?
Please Select
Yes
No
Could be improved
AUM in SEK
Type of wealth management:
Advisory
Discretionary
Execution Only
Type of assets:
Listed
Non listed
Do you need order management?
Yes
No
Do you need electronic connection to trading systems (e.g. Infront, Bloomberg)?
How often do you calculate your management fees?
Please Select
Annually
Daily
Monthly
Quarterly
What kind of management fees do you offer?
Fixed based on Asset under Management
Performance fees
Fixed advisory fee (e.g. 10 000 kr quarterly)
Where do you keep your clients assets?
Please Select
In a fund shares register
In own depots as a custodian
In segregated depots with power of attorney (e.g. Nordnet or Avanza)
Do you report to government /authorities?
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