1. First Name*

2. Last Name*

3. Email address*

4. Phone Number *

5. Firm Name

6. Broker/Dealer Affiliation

Yes No

If yes, please specify:

7. Your firm's approximate AUM (excluding Annuities)

Select One... Under $10 million $10 million - $29 million $30 million - $49 million $50 million - $99 million over $100 million

8. Are you interested in outsourcing your investment implementation and back office administration?

Select One... Immediately In the future Never Undecided

9. The following issues are major concerns for my practice:

Yes or No Yes No
I'd like to spend more time researching and selecting funds for my clients' portfolios.

Yes or No Yes No
Learning more about retirement distribution strategies.

Yes or No Yes No
I want to devote more time to meeting clients and prospects in person.

Yes or No Yes No
Learning more about a differentiated investment approach.

Yes or No Yes No
Capabilities are too limiting with my current asset management provider.

Comments:

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