Priority Waitlist

By completing this short survey, we will know to prioritise you on our waitlist. Note that we won’t spam you – we will only ever email you when we have an important update.

What is your first name?(Required)

What is you surname?(Required)

What is your email address?(Required)

What is your phone number?(Required)

Please choose the one that best describes you:(Required)

Adviser – Principal

Adviser – Employed

Practice staff

Licensee staff

Insurance company staff

Other

If other, please advise:

Is your practice (or the practice you work for):

Self licensed

Authorised by a licensee

Please select which licensee you with from the drop down list:

Would you consider yourself a:

Risk specialist adviser

Investment focused adviser

Holistic adviser

Other

How many advisers are in your practice?

1 – including yourself if you’re an adviser

2

3-4

5 or more

How many support staff are in your practice?

Approximately how many clients does your practice manage?

Up to 50

51-100

101-200

201-500

501-1,000

Over 1,000

36211