Please take a moment to answer the questions below. A Fidelity Representative will contact you shortly to discuss your specific needs.

1. Please rate the following statement: "We usually hold off buying new technologies until we have to."
--Please Select-- Strongly agree Agree Neither agree nor disagree Disagree Strongly disagree  

2. Two years from now, how likely is it that your firm will be using Fidelity to custody assets?
--Please Select-- Very likely/Likely Not very likely/Not at all likely  

3. Does your firm currently use a CRM application?
--Please Select-- Yes No  

4. Do you prefer a custodian that develops in-house and owns the technology systems it offers, or one that integrates various "best-in-class" technology systems from different vendors?
--Please Select-- Prefer in-house solution Prefer integration of ''best-in-class'' applications No Preference  

5. In addition to an RIA registration, do you have a Broker/Dealer registration?
--Please Select-- Yes No