Citywealth is delighted to bring you a new project the
Citywealth Corporate Leaders List Hall of Fame survey and awards. The questions are below but
must be filled in on the form to allow us to collate and reference together.
Entries will be published online on the corporate leaders list free of charge
as an editorial project as soon as they are received.
There
will be a public vote from the best entries and a Citywealth Corporate Leaders
List Hall of Fame awards.
Introduction
Here are the questions for reference but please fill in the form on the URL link:
Organisational sustainability
Education and innovation
Professional conduct
How do you deal with complaints
and are the dealt with in a timely manner. Tell us about your ethical conduct
and internal written standards to prevent malpractice. Are you assisting with
regulation and legislation in the industry? How are you conforming to multiple
international, business standards and cultural conduct with international peers
and clients. Tell us about excellence in peer collaboration.
Fees or value for money
Demonstrate these are in line
with industry metrics or what you do to keep costs reasonable for clients or to
add value.
Technical expertise
As well as your Know How, how do
you go above and beyond to give skillful advice that adds value to client
matters and ongoing affairs? Any ESG products or services?
Communication
Responsiveness
What are your policies for
responsiveness? When are your people replying to instructions or communications
with third party peers and clients? How do you use digital channels to
facilitate external communications with clients and peers?
Industry standards
What bodies do you have
membership with, for instance STEP and how are you upholding standards? What is
your corporate governance structure?
Technology
What is your % of turnover
investment to manage risks (usually 3-5%)? GDPR protocol? What is your ongoing data security
programme for clients? Do you have Knowledge management systems and teams. What
is your joined up approach with people and tools
Key Individuals
List your key individuals within
the organisation with longevity, track record with high value clients in excess
of £5mn+ and also a track record internationally.
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