Street Address 2
What are your firm’s assets under management?
What asset classes do you invest in?
Domestic and/or 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?
Have you previously been verified?
If yes, who was the verifier?
Do you want to have any composite examinations conducted?
What criteria are you taking into consideration in making your decision about the verifier?
How did you hear about us?
Thank you for your submission. Cheers
Copyright 2013. The Spaulding Group.