First Name*
Last Name*
Email Address*
Company*
Firm Type*--Please select--Academic Institution/LibraryAsset Management FirmBroker/DealerClearing Firm/Custodial FirmConsulting FirmEmployer/Plan SponsorExchangeGovernment/Regulatory InstitutionHedge FundIndex ProviderIndividual InvestorInsurance FirmMedia/PublicationOtherPension, Endowment, FoundationPrivate Bank/Trust CompanyPrivate Equity FirmRegistered Investment Advisory Firm (RIA)Retirement Plan ProviderSovereign Wealth FundTrade AssociationWirehouse
Function / Role Type*--Please select--Business Development/National AccountsCompensationComplianceConsultingDue DiligenceExecutive ManagementFinance/TreasuryIndividual InvestorInsuranceInvestment AdvisoryInvestment CommitteeInvestor ServicesMarketingOperations/TechnologyOtherPerformance & Risk TeamPortfolio ManagementProcurementProduct ManagementRegistered Investment Advisor/Financial PlannerRetirement Investments ConsultingRetirement Plan AdministrationSales/Relationship ManagementTalent Management
Mobile Phone*
Business Phone
Your complete address
Country*-- Please Select --AfghanistanAlbaniaAlgeriaAndorraAnguillaArgentinaArmeniaArubaAustraliaAustriaAzerbaijanBahamasBahrainBangladeshBarbadosBelgiumBelizeBermudaBoliviaBosnia-HerzegovinaBotswanaBrazilBritish Virgin IslandsBrunei Darussalam BulgariaBurundiCambodiaCameroonCanadaCayman IslandsChadChannel IslandsChileChinaChristmas IslandColombiaCosta RicaCroatiaCubaCyprusCzech RepublicDenmarkDjiboutiDominican RepublicEcuadorEgyptEl SalvadorEritreaEstoniaEthiopiaFalkland IslandsFijiFinlandFormer USSRFranceGabonGambiaGeorgiaGermanyGhanaGibraltarGreeceGreenlandGrenadaGuamGuatemalaGuernseyGuineaHaitiHondurasHong KongHungaryIcelandIndiaIndonesiaIranIraqIrelandIsle of ManIsraelItalyIvory CoastJamaicaJapanJerseyJordanKazakhstanKenyaKuwaitLatviaLebanonLiberiaLibyaLiechtensteinLithuaniaLuxembourgMacaoMacedoniaMadagascarMalaysiaMaltaMauritiusMexicoMicronesiaMonacoMongoliaMoroccoMozambiqueNamibiaNepalNetherlandsNetherlands AntillesNew ZealandNicaraguaNigeriaNorth KoreaNorwayOmanPakistanPalestinePanamaPapua New GuineaParaguayPeruPhilippinesPolandPolynesiaPortugalPuerto RicoQatarReunionRomaniaRussian FederationRwandaSamoaSaudi ArabiaSerbiaSeychellesSingaporeSlovak RepublicSloveniaSomaliaSouth AfricaSouth KoreaSpainSri LankaSt. Kitts and NevisSt. Vincent and the GrenadinesSudanSwazilandSwedenSwitzerlandSyriaTaiwanTanzaniaThailandTogoTrinidad and TobagoTunisiaTurkeyTurks and Caicos IslandsUgandaUkraineUnited Arab EmiratesUnited KingdomUnited StatesUruguayUS Virgin IslandsUzbekistanVenezuelaVietnamYemenYugoslaviaZaireZambiaZimbabwe
How long have you been in the distribution/advisory business? (Enter no. of years like 10, 12, etc.)
How many clients do you handle?0-100100-200200-500>500
Please provide an indication of the assets you manage0-10 Crores10-25 crores25-50 Crores50-100 Crores>100 Crores
If you are a CFP certificant, enter your FPSB membership number below
Which tools/software do you use for research/client reporting etc.?
ARN / RIA Number*
Yes, I would like to receive information about Morningstar products, events and research by e-mail*
