Name

Email

Your Telephone Number

Company Name

What are your firm's total assets under management?

What asset classes do you invest in? EquitiesFixed IncomeReal EstatePrivate EquityETFsOther

How many strategies do you want to be verified?

What is the total number of accounts across these strategies?

What would you like the verification to cover? Model/Hypothetical performanceA single representative account(s)A selection of accountsA compositeNot sure/undecided

What system do you use to calculate performance?

What is the time period (from when to when) you want verified?

Has the performance been verified before? YesNo

If yes, who was the verifier?

Is there a specific platform(s) that is requiring performance certification (e.g., Envestnet, Adhesion, LPL, Morningstar, etc.)?

How did you hear about our services?

What has motivated you to look into performance verification? Is there anything else you think we should know?

What are you looking for in a verification firm?

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