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Dear adviser / EIA member,

I have been asked to carry out some research into which platforms and wraps 'ethical advisers' are using in order to help steer the distribution strategy of some new funds that I believe many of you will love.

If you could answer the following brief questions it will help ensure you are amongst the first to have access to them...

Please feel free to call me if you have any questions.

Best wishes and thanks in advance,

Julia

Julia Dreblow
Director, SRI Services

sriServices.co.uk
FundEcoMarket.co.uk
07702 563702

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* 1. Your personal details:

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* 2. Please start by indicating which of the following statements regarding the 'Ethical Investment' / 'Sustainable and Responsible Investment' market apply to you...

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* 3. Regarding your use of platforms and wraps:

  Yes - Often Yes - Occasionally No - Never
Do you use platforms or wraps?
Does the number of SRI fund options available impact your decision regarding which platform to use?
Does their level of SRI support impact your decision regarding which platform to use?

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* 4. Which platform or wrap providers do you currently use?

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* 5. Which platforms or wraps would you want a new fund manager which is an 'ethical expert boutique' to link their funds to first?

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* 6. What are the most important factors for you when deciding which platform or wrap to chose?

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* 7. Do you expect your choice of platform to change post RDR? If 'yes' how, why and which are you most likely to use in future ... ?

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* 8. Additional information: Is there anything you would like to add?
Thank you for completing this survey.

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