Caproasia Access | Singular Access
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Advantage for financial professionals
Profile Registration
You are
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Invited by Caproasia Regional Representative
Referred by Friends/Colleague
Caproasia.com
Email Invite / Newsletter
Referred by
name of Caproasia regional representative / friend / colleague
Which plan have you signed up?
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Caproasia X | Dedicated Information Service
Caproasia Professional | Intelligence
Caproasia Access | Academic
Caproasia Access | Standard
Caproasia Access | Professional
Caproasia Access | Professional +
Caproasia Access | Enterprise
Name
First
Last
Mobile
Personal Email
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Please enter your email for us to verify your registration
Work Email
Company
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Job Title
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eg. Private Banker, Investment Banker, Team Leader, Head of Products, Head of Private Bank, CEO, Fund Manager, Trust Specialist
Industry
Consumer Banking
Priority Banking
Private Banking
EAM / IAM
Private Wealth
Multi-Family Office
Family Office
Independent FA
Financial Advisory
Investment Banking
Boutique Advisory
Private Equity
Hedge Fund
Boutique Fund
Asset Management
Fund Management
Insurance
Reinsurance
Brokerage
Other*
Able to choose more than 1
*Specify other
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Preferred Communication
*
Mobile
Email
Both
Your Role
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Advisor (banking, wealth, investments, M&A, IPO)
Specialist (credit, trust, derivatives, research)
Asset/ Fund Manager (fund management, boutique fund, hedge fund, private equity)
Team Leader / Desk Head
Senior Management
Junior Management
Other*
Able to choose more than 1
*Specify other
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Client Coverage
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Institutions
Foundation, Charity & Endowment
Billionaires
Ultra High Net-worth
High Net-worth
Affluent
Mass Market
Other*
*Specify other
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Market Coverage
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E.g China, Europe, NRI, Indonesia, Singapore, Australia, Middle-East, MENA, United States
Licensed since
Years of experience as a Financial Professional
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>30 years
16 - 30 years
10 - 15 years
5 - 10 years
3 - 5 years
1 - 3 years
< 1 year
New
More About You
Can choose more than 1
1. What do you spend your time on everyday?
Advising clients
Managing assets
Monitoring markets
Building relationship with client
Dealing with crisis
Complying with regulations
Working on administration
Learning
Networking
Travelling
Wine & Dine
Coffee Breaks
Errands for Clients
Other*
*Specify other
2. Which are most important for you in the next few years?
Find Clients
Advise Clients
Manage Assets
Grow Revenue
Increase Profit
Maintain Relationship
Grow Network
Upgrade Skills
Build More Knowledge
Financial Industry Knowledge
Product Knowledge
Learn about Asia
Learn about Clients
Leadership Skills
Management Skills
Learn More
Be different
Other*
*Specify other
3. What would you like to work on
IPO
M&A
Deal-Making
Fund-Raising
Sophisticated Products
Customised Products
Leveraged Products
Illiquid Assets
Distressed Assets
Debt Management
Asset Optimisation
Asset Structuring
Foundation, Trust
Philanthropy, Charity
Legal & Tax
Lawsuits
Risk Management
Crisis Management
Hedge Funds
Private Equity
Other*
*Specify other
4. Who would you like to network with?
Financial Professionals (Advisors)
Financial Professionals (Specialists)
Financial Professionals (Management)
Service Providers
Consultants
Professionals
Entrepreneurs
Businessmen
Other*
*Specify other
5. What do you read
Financial Times
Wall Street Journal
Bloomberg News
Reuters
Caproasia
Other*
*Specify other
6. What do you use for research?
Bloomberg
Wind Info
Thomson Reuters
Factset
S&P IQ
Dow Jones
Euromonitor
Caproasia
Other*
*Specify other
7. What gives you the advantage?
Capgemini
Wealth-X
The Economist
Morningstar
McKinsey
Caproasia
Other*
*Specify other
Refer a Friend / Colleague
Caproasia X | If you had applied discount code. Thank you : )
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Referral 2: Name, Email, Hp
Referral 3: Name, Email, Hp
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