Investors Views about Corporate and High Street Banking

Thanks!

Just before we start, I would like to reassure you that any information you provide will be anonymous, aggregated with other feedback, and will simply be used to determine whether or not you are suitable for a full 45 minute interview. We are just interested in your perspective as a client, and are not seeking any commercially sensitive information.

We abide by the UK Market Research Society Code of Conduct, and will hold the information you give us securely, and delete it when no longer needed.
Can we proceed on the basis of the above?*
- Yes
- No
Thank-you for having taken the time to respond.

i. Are you*
- a) involved in decisions about which financial institutions your company uses for investment banking, or buy-side trading needs; or
- b) someone who interacts / trades with the market team at investment banks or other sell-side institutions that your company uses?
- 1. Yes, a) & b)
- 2. Yes, a)
- 3. Yes, b)
- 4. No, neither a) or b)
Thank-you for taking the time to respond – you don’t qualify for this particular project, but I look forward to inviting you to future discussions, if this is of interest? I would be grateful if you could forward our invitation to someone else who does have responsibility

SQ 1) What is your role in your company?*
- a) Chief Investment Officer
- b) Finance Director
- c) Financial Controller / Manager
- d) Senior Portfolio or Fund Manager
- e) Head of Fixed Income, Rates, or FX Trading Desk
- f) Equities Lead Desk Manager only
- g) Other
Thank-you for taking the time to respond – you don’t qualify for this particular project, but I look forward to inviting you to future discussions, if this is of interest? I would be grateful if you could forward our invitation to someone else who is involved in decisions on which institutions your company uses.

SQ2) Where is your company headquartered?*
- a) UK
- b) Western Europe
- c) USA
- d) APAC (Australia, China, Hong Kong, Singapore, India etc)

SQ 3) Who are your main investment banks ie for buy-side trading needs (please think more widely than just an individual deal)?*
a)*
b)*
c)*
d)*
e)*

SQ 4a) And which High Street banks does your business have any (primary) relationships / accounts / products with? [Please include primary High Street banks immediately below, and other secondary banks in your next answer]
a)*
b)*
c)*

SQ 4b) and which other High Street banks does your business have any (secondary) relationships / accounts / products with?
a)*
b)*
c)*

Thank-you for the time you have taken to answer these initial questions - could you leave a few final details, including two or three convenient interview times, so that we can speak when it’s mutually convenient.
Name*
Job Title*
Phone*
Email*
We will be audio recording the interview (so that we don’t have to take a lot of notes!) Can I confirm that this is OK?*
- Yes
- No
If we decide to use Teams, we would also be video recording. Would this be OK?*
- Yes
- No
What are your preferred dates and times for a 45 minute interview?*

Earliest Date
Earliest Time*

: Hours

Minutes
Next Date (if available)
Next Time (if available)

: Hours

Minutes
Next Date (if available)
Next Time (if available)

: Hours

Minutes

Online screening questionnaire (Investors) - Views about Corporate and High Street Banking