1.Your Email

2.Your Name

3.Your Role

4.Your Company Name

5.Your FCA Number

6.Office Location(s)

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

8.Total number of members of staff

9.Total number of Advisers

10.Total number of Clients

11.Key contact names for updates and releases

12.CRM Provider

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

14.Platform providers

15.Income reconciliation provider

16.AML provider

17.Factfind provider

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