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* 1. Your Email

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* 2. Your Name

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* 3. Your Role

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* 4. Your Company Name

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* 5. Your FCA Number

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* 6. Office Location(s)

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* 7. Names of your MD, CEO, COO, CTO

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* 8. Total number of members of staff

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* 9. Total number of Advisers

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* 10. Total number of Clients

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* 11. Key contact names for updates and releases

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* 12. CRM Provider

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* 13. Do you use a Cashflow Planning tool? If yes, which one?

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* 14. Platform providers

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* 15. Income reconciliation provider

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* 16. AML provider

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* 17. Factfind provider

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* 18. Which parts of O365 do you use? (Teams, Outlook, Sharepoint, OneDrive, Teams etc)

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