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Loan Monitoring Questionnaire
SkyView Partners
Loan Monitoring Questionnaire
Required fields are
marked
*
Contact Information
Full Name
*
Email
*
Firm Inquiries
Have you changed your broker dealer?
*
Yes
No
Have you changed your custodian?
*
Yes
No
Post Transaction Inquiries
What has your household attrition rate been since the transaction?
*
Are you aware of any imminent changes to your number of households?
*
Yes
No
What has your AUM attrition been since the transaction?
*
Are you aware of any imminent changes to your current AUM?
*
Yes
No
Are you aware of any imminent changes to your current revenue?
*
Yes
No
Client Inquiries
Have you lost any top clients?
*
Yes
No
Are you expecting any significant changes to the AUM or revenue totals of any of your top 10 clients?
*
Yes
No
Has your percentage of income generated by your top 10 clients increased or decreased significantly?
*
Yes
No
Have you been implementing a client beneficiary strategy?
*
Yes
No
Fee Inquiries
Has your total revenue produced by recurring advisory fees increased or decreased relative to other sources of revenue?
*
Yes
No
Do you plan on making any imminent changes to your allocation to recurring versus non-recurring revenue?
*
Yes
No
Portfolio Composition Inquiries
Has personnel responsible for making portfolio allocations (CIO, analyst) changed?
*
Yes
No
Have your portfolio allocations changed meaningfully?
*
Yes
No
Have you begun or ceased utilizing new investment strategies or products?
*
Yes
No
Have you begun to utilize third party models?
*
Yes
No
Please Upload Your Average Portfolio Weighting:
Upload
Key Personnel Inquiries
Have any key employees left the firm?
*
Yes
No
Are you aware of any key employee's intention to leave the firm?
*
Yes
No
Signature
Please Type Your Full Legal Name
*
