Finance Professionals Study

Pre-screener

SIS Research (www.sisinternational.com) is conducting a phone interview with finance professionals who sell/use/invest 3rd Party Mutual Funds and are familiar with or involved in fund selection/distribution.

We are providing a $ 100 compensation for completing a 30-40 min phone interview if you qualify and are selected.

The topic is about 3rd party retail funds, brand awareness and product usage. The interview will remain anonymously and no sensitive questions will be asked as the interview is mainly for research purposes. After finishing the interview, you will also receive a FREE digital copy of a valuable fund industry report (worth € 4,350).

To be considered, please answer a few short pre-screening questions below.

Question Title

* 1. What is your contact information?

Name

Company

City

Country

Email Address

Phone Number

Question Title

* 2. Group name:

Question Title

* 3. What is your job title?

Question Title

* 4. Please provide a link to your Linkedin:

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* 5. Does your organization use external or 3rd party investment providers?

Yes

Question Title

* 6. To what extent are you involved in the selection, purchase or distribution of 3rd party retail fund products?

I play a major role in the process

I share in the process

I make recommendations

I am responsible for implementing the decisions made

I am not involved

Question Title

* 7. What is your role in the selection, purchase or distribution of 3rd party retail fund products?

An investment committee member

An analyst or pre-selector: You select a menu of third party retail funds or make recommendations to the client portfolio managers or the sales force

Selecting from an existing menu of third party retail funds

Other (please specify)

Question Title

* 8. Which of the following describes your area of responsibility regarding 3rd party retail funds?

Retail Banking

Insurance - including unit-linked products

Private banking

Financial advice / Intermediary services (tied/independent)

Fund supermarket / Online fund platform

Fund of funds management

Securities firm

Other (please specify)

Please press "done" to submit the pre-screener to continue. If you are a match, we will get in contact with you for next steps. Learn more about other studies at www.sisfocusgroups.com