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 / Insurance Linked Activities / Business + Commercial Financial Handling /
Pricing & Offer Procedures / Terms & Pricing Transmission / Client Contact &
Up-dating / Financial Services / Corporate Operations / Insurance Operations / Pension
Activities / Investment Activities / Miscellaneous Operations.
4. Client Opinion data on the company's most important products and services. (a
/ b / c / d)
Deposits: Currency Accounts / Revolving Credit Accounts / Card Based Account /
Expatriate Account / S.A.Y.E. / S.A.Y.E. Transfer / Childrens Savings / Monthly Income /
Regular Monthly Savings / Bank-Building Society Linked Investment / Budget Account / High
Interest Cheque / Term (Fixed) / Term (Variable) / Notice / Premium Access / Interest
Bearing Current / Ordinary Share / Deposit Account - Personal Loans + Mortgages: Personal
Loans / Foreign Currency Mortgages / Non-Status Loans / Equity Release Scheme / Bridging
Loans / Second + Top-up Loans / First Time Buyer / 100% Mortgages / Guaranteed Loan /
Guaranteed Mortgage / Unit Linked / Lifetime / Low Start / Deferred Interest / Libor
Linked / Fixed Interest / Interest Only / Group Pension / Executive Pension / Personal
Pension / Endowment / Repayment - Unit Linked Term: Permanent Health / Annuities /
Term S637 / Normal Term - Unit Linked Pensions: SSAP / Free Standing AVC / Company
Sponsored AVC / S32 Buy-Out / Executive & Personal Pension - Unit Linked Life
Insurance: Policy Loans / Capital Conversion / Single Premium / Mortgage Endowment /
Maximum Investment / Universal Life / Whole Life / Savings & Protection -
Conventional Life Insurance - Term: Contingent / Family Income / Mortgage Protection /
Convertible-Renewable / Indexed / Decreasing / Increasing / Level - Conventional Life
Insurance - Accident/Sickness: Individual PHI / Medical / Accident & Sickness /
Personal Accident - Conventional Life Insurance - Bonds: Income / Growth -
Conventional Life Insurance - Annuities: With Profits / Indexed / Joint / Contingent /
Temporary / Hancock / Capital Protected / Open Market / Option / Compulsory Purchase /
Increasing & Level Immediate. - Conventional Life Insurance: Policy Loans /
Pure Endowments / Flexible with Profits / Child's Deferred / Low Start-Low Cost-with
Profits / With Profits Endowments / Low Cost Whole Life / With Profits Whole Life /
Non-profit Endowments & Whole Life - Insurance - Business: Shareholder
Protection / Partnership Protection / Keyman Protection - Conventional Pensions: Term
/ Deposit / With or Non-Profit
5. Company's Staff Perceptions of their company. (e)