This Handbook gives specific survey and other information on the named Company and Office
and includes data on the Company's Clients (Private / Business / Institutional), Products
& Services, Competitors and Competitive Situation, Comparison with other company
offices and the Company's Operational and Business Performance. The data is given in
tabular and numeric form and comprises of some 220 pages.
1. Comparative data on the company's main competitors in the area. (a / b / c / d
/ e)
This section analyses the named company's performance with that of up to 15 general
competitors.
2. Comparison of the office's Performance in comparison to other company offices.
Comparative Regional data for Products & Services. (a / b / c / d)
This section analyses the named office with up to 15 other company offices and/or with
comparative regional data.
3. Business Performance data on the company's most important operational activities.
Point-of-Sale & Information / Marketing & Advertising / Enquiry Handling /
Proposals & Quotations / Personal Contact & Handling / Preparation of Proposals
& Quotations / Client Handling / Print & Documentation / Contracts / Financial
Planning / Property Linked Activities / Business + Commercial Financial Handling / Pricing
& Offer Procedures / Terms & Pricing Transmission / Client Contact & Up-dating
/ Financial Services / Corporate & Business Operations / Mortgage Operations / Motor +
Equipment Activities / Consumer Activities / Miscellaneous Financial Operations.
4. Client Opinion data on the company's most important products and services. (a
/ b / c / d)
Personal Loans + Mortgages: Personal Loans / Mortgages / Motor / Equipment /
Non-Status Loans / Equity Release Scheme / Bridging Loans / Second + Top-up Loans / First
Time Buyer Loans / 100% Mortgages / Guaranteed Loan Schemes / Guaranteed Mortgage
Facilities / Unit Linked / Lifetime / Low Start / Deferred Interest / Linked / Fixed
Interest / Interest Only / Endowment / Repayment Personal Loans: Hire Purchase /
Personal Loans / Property Loans / Business Loans - Professional + Trade Loans: Hire
Purchase / Motor / Equipment / Short-Term Loans / Long-Term Loans / Secured Loans -
Commercial + Industrial Loans: Hire Purchase / Motor / Equipment / Short-Term Loans /
Long-Term Loans / Secured Loans - Institutional Loans: Short-Term Loans / Long-Term
Loans / Motor / Equipment / Secured Loans - Leasing / Equipment Purchases / Credit
Guarantees / Factoring / Cash on Shipment / Export Finance / Trade Finance / Project -
Business - Venture Capital
5. Company's Staff Perceptions of their company. (e)
6. Abuse of Position
Firms which abuse their position in the market or which use their position to gain an
unfair or immoral advantage are covered in this section.
The above data is given as a matrix with EACH of the items (a) -
(e) listed below.