First Name: Last Name:

Title:

Email:

Send automatic email notices regarding material updates to Strategies&Tactics WebSite?

Top three industries within which your clients operate and upon which your book is dependent:

Main types of cash transactions you intermediate for your clients:
Fixed Income, Money Market, Equity, Currency, Energy, Commodity,
Other:

Main types of derivatives transactions you intermediate for your clients:
Exchange Traded Futures & Options, OTC Traded Options,Swaps,
Other:

Main portfolio management and risk management issues for which you have an active interest (refer to Portfolio and Risk Management Process, and Risk Management Programs and The Use Of Derivatives for more detailed comments):
Client Board/Management/Staff Education, Risk Analysis, Market Analysis,
Strategies&Tactics, Accounting, Recordkeeping & Reporting,
Other:

Top three trade associations to which your clients belong:

Top three industry or trade publications to which you pay attention:

URLs or names of the top three WebSites, most directly related to your business, you visit the most often:

Top three UseNet newsgroups in which you post and/or read information:

Top three Email discussion groups in which you post and/or read information:

Description of your firm's policy regarding your use of the Internet and email for business development and client communication purposes:

Insert descriptive comments re policy here.

Description of your use of the Internet and email for business development and client communication purposes:

Insert descrptive comments re your use, regardless of firm's policy, here.

Do you use NetMeeting, or similar facility, when communicating via the Internet?

Yes No

Do you use PGP (Pretty Good Privacy) software to secure your email communications?

Yes No

Would you have an interest in having background information about yourself and your transaction pricing matrix described on the Strategies&Tactics WebSite (anonymous or otherwise)? If yes, how would you like the background information and pricing matrix presented?

Insert comments here.

What are your thoughts about the disintermediation of the investment banking and brokerage business:

Insert comments here.

Are there any questions or issues regarding you, your business, or your portfolio and risk management challenges, that I should have raised, but haven't? If yes, please describe:

Please insert comments here.

If you were responsible for the Strategies&Tactics WebSite, what changes (to either form or content) would you make:
More Interactive, More Illustrations, More Color, More Links, More Analysis
Other:

your comments, to start comments over.