B.O.O.S.T.

(Back Office Operations Support Team)

QUOTE REQUEST

Company Name: _______________________________
Address: _______________________________
City, State, Zip: _______________________________
Operational Contact Person: _______________________________
Phone: (       )_____-_______
Fax: (       )_____-_______
e-mail address: _____________________
Do you have access to a static internet connection? _______

Portfolio Management Software Package: _____________________
# of Accounts to be Tracked: _______

Custodians:
e.g. Schwab, Fidelity, etc. _______________________________

Preferred Frequency of Data Updates:
   ___ Quarterly          ___ Weekly
   ___ Monthly            ___ Daily
   ___ Bi-Weekly

Do you need initial set-up of client files, security
information files, etc.? _______

Are there transaction/price/performance data
that needs to be caught up? How many months? ____________________

Date of last reconciliation _____________________
Number of accounts not available via download _______

Please list type of reports and frequency of preparation
   _______________________________
   _______________________________
   _______________________________
   _______________________________
   _______________________________
   _______________________________
   _______________________________

Average Number of New Accounts per Month _______

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Portfolio Solutions^TM
PO Box 6094
Columbia, MD 21045
301-596-3178
fax 410-992-7910
email portfoliosolutions@comcast.net

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