UK Financial Advisor Database 2007

Table of Contents

• UK FINANCIAL ADVISORS DATABASE 2007
  • CATALYST
  • SUMMARY
• INTRODUCTION
  • Database content
• APPENDIX
  • Definitions
    • IFA firm types
    • Gross Annual IFA Turnover
    • % fee based revenue
    • % of market turnover by product area
    • Appointed representatives
      • IFA sales people
  • Methodology
    • Products included under each product type grouping:
      • Life Assurance
      • Personal Pensions
    • Group Pensions
      • Retirement Planning
      • Investment Bonds
      • ISAs
      • Unit Trusts, OEICSs and Hedge Funds
      • Investment Trusts
      • Manager of Investments
      • Direct Investments
      • Corporate Finance
      • Traded Endowments
      • Other Investment Activities
  • Ask the analyst
  • Datamonitor consulting
  • Disclaimer