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Select the items below which best describe the client and the potential project.

1. CLIENT TYPE

Select the client business type:

Assets

Wealth

Investment

Hedge Funds

Funds

Bank

2. CLIENT AUM

Select the value closest to the client's assets under management:

> 5 Billion

< 5 Billion

< 1 Billion

< 750 Million

< 500 Million

< 100 Million

3. Region

Select the region the client is based in:

United Kindgom

Denmark

Sweden

Middle East

Europe

4. Currency

Select the currency the rate should be based in:

GBP

DKK

SEK

USD

EUR

5. Product

Select all the applicable products:

Portfolio Management:

APX

Geneva

Order Management:

Moxy

Tradex

Other:

Rev Center

Syncova

GLX

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© 2018 by Deborah Contreras 

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