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Coutts FELLOWSHIP

We are delighted that you have registered to be part of the Coutts Fellowship programme this year. To ensure that you get the most from your time with us, we kindly ask you to complete a few questions (below). 

Once we have received your answers, a member of the Coutts team will follow up with you over a short telephone call. This helps us to get to know you even better, such as hobbies and interests, likes, dislikes and allow us to plan elements of the programme which will be most beneficial to you.

We look forward to getting to know you.

Please complete all fields below

Please select your gender below

Most Recent Degree/Diploma/Qualification

Please list any finance courses you have taken (statisitics, Economics)

Why would you like to join the Coutts Fellowship?

Summarise briefly your current work or education status including the type and size of organisation and industry you work in. If you work in a family business, please provide some background including what generation the business is in.

What valuable qualities/experiences do you think you can bring to the group (e.g. your studies, insight into a specific industry, networking)?

What are your future goals and ambitions?

In order for us to assess the investment experience of the group, it would help us if you could respond to the following statements:

I have experience in / knowledge of investing in:

Balanced Funds *
Equities *
Corporate and Government Bonds *
Commodities *
Real Estate *

I have a fair understanding of the following terms in relation to the Economy:

GDP *
Inflation *
Monetary Policy *
Price / Earnings Ratio *
Market risk and volatility *

What would you like to know more about…

Please add any further comments.

Coutts 440 app

Coutts would like you to join ‘440’ our social networking app exclusively for clients. Here you will find all the latest information regarding the Fellowship and an opportunity to meet fellow attendees before the event. By clicking continue to confirm you are happy for Coutts to use your contact details to sign you up to this app. 

 

By continuing I agree that I will not reveal any information relating to other participants on the programme relating to their identity or other affairs. This will remain confidential amongst the Coutts Fellowship delegates.

Thank you for taking the time to complete the questionnaire, a member of the team will be in touch shortly.

Coutts will not share your information

If you have any questions, please contact stuart.may@coutts.com or your private banker.