BOARD DEMO — Sample data for illustration purposes
FID/FCI Pulse

Monthly Pulse Survey

Confidential. Your responses are aggregated and anonymized — no firm-level data is ever displayed.

Core Monthly Questions
Your firm's total AUA/AUM in billions of dollars
Total approved persons / dealing representatives
How are your overall staffing costs trending?
Approximate annual technology and infrastructure costs
What percentage of your staff has a full-time or part-time compliance aspect to their role?
Compared to last month, how do you view business conditions?
Quarterly Supplement (optional)

These questions appear once per quarter to track longer-term trends.

How confident are you that your KYC/KYP processes would pass a CIRO examination?
Annual Supplement (optional)

These questions appear once a year to track account structure across the channel.

What percentage of your accounts are held in nominee name?
What percentage of your accounts are fee-for-service?
Takes under 3 minutes. You can update your response anytime this month.

Submission Received

Thank you. Your data has been recorded and will appear in the anonymized industry dashboard.

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Federation of Independent Dealers / Fédération des courtiers indépendants — Pulse Survey Demo