Welcome to the Wealth registration page

Please answer all questions as fully as possible, then click the 'register' button on the bottom of the form. Note: The fields marked X must be completed

Wealth provides invaluable information on how best to advise and meet the needs of private clients.

Title : X
First name: X
Last name: X
Job Title : X
Company Name : X
Department :
Address : X
Postcode/Zip : X
Country : X
Business Tel : X
Business Fax :
Mobile:
Business Email : X

Please tick who you are authorised by...

FSA (number if applicable)
Other (please specify)

What is your job function?

tick one X
Accountant Discretionary portfolio mgr
Family office manager Lawyer/Solicitor
Private banker Private client stockbroker
CEO Wealth manager
Discretionary asset manager Trust manager
Fund of funds manager Tax adviser
Other

Do you offer financial advice or distribute financial products and services to high net worth investors?

tick one X
Yes
No

Please indicate the value of the assets that your organisation manages on behalf of private clients.

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£1 - £100m
£101m - £500m
£501m - £1bn
£1.1bn - £2bn
£2.1bn - £5bn
£5.1bn - £10bn
£10.1bn +

What is the average value of investible assets of a typical client?

tick one
£100,000 - £500,000
£500,001 - £1m
£1.1m - £5m
£5.1m - £10m
£10.1m - £20m
£20.1m +

Are you UK based?

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Yes
No

Do you have clients outside of the UK?

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Yes
No

If yes, please indicate where:

tick all that apply
Benelux France
Germany Italy
Portugal Scandinavia
Spain Switzerland
Nordic Region N America
S America Middle East
Far East Australia

Which of the following asset classes are of interest to you?

tick all that apply
Fixed Income: Direct Fixed Income: Funds
Equity: Direct Equity: Funds
Money Markets Property
Private equity Hedge funds
Lifestyle e.g Art Other


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