Name *
Company *
Street Address *
Street Address 2
City *
State *
Zip/Postal Code *
Country
Phone *
Email *
What are your firm’s assets under management?
What asset classes do you invest in? Equities Fixed Income Real Estate Private Equity Mutual Funds ETFs Other
Domestic and/or global? Domestic Global
How many composites do you have?
What is the approximate number of accounts?
What is the range of accounts per composite (lowest to highest number of accounts in a composite)?
What is the period you want verified - from what date to what date?
What system(s) do you use for composites?
What system(s) do you use for portfolio accounting?
What system(s) do you use for performance measurement?
Do you claim compliance? Yes No
Have you previously been verified? Yes No
If yes, who was the verifier?
Do you want to have any composite examinations conducted? Yes No Not sure
How many?
What criteria are you taking into consideration in making your decision about the verifier?
How did you hear about us? *
Reference code
Other comments
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