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Citadel

Home » Marketing events request form

    Person requesting a client event

    Please enter your full name and surname

    Please note regarding drop down menus: To select multiple options, please hold down the CTRL Key and click to make your selection.

    01. Company
    CitadelCitadel GlobalPeregrine Wealth

    02. Target audience/network
    ProspectingRetentionBothOther

    2a. Is this a new network?

    2b. If this is an existing network, how many events have you previously hosted for this network and what has the success rate been?

    03. Required AUM
    Under R4 millionR4 million – R 15 millionR15 million - R 30 millionR30 million – R45 millionR45 million and up

    04. Region
    PretoriaJohannesburgUmhlangaShelly BeachClaremontTygervalleyStellenboschGeorgeWhite RiverGuernseyOther

    05. If "Other" region was selected, please specify.

    06. Budget: What is the total amount approved for this event? 

    6a. If this is an existing network, how much has been spent in total on this network since the start of the financial year?

    Event details
    07. Event name

    08. Is this a closed network event?
    YesNo

    09. Event type
    In-personVirtual

    10. Event description (what is the purpose for this event?)

    11. Event date

    12. Event time

    13. Venue

    14. Number of guests

    15. Speaker

    16. Event elements (to select multiple elements please hold down the CTRL button and click to make your selection)
    InvitationSystem-generated remindersQR codePhoto pageAide-memoire/ReminderThank you mailer

    16a. Please provide content for the QR code page

    17. Invitation specifics
    Registration pageBranding (Citadel only)Branding (dual branded)

    17a. Are you including spouses/partners?

    18. If dual-branded is selected, the logo of the company with which we are collaborating needs to be uploaded.

    19. Event requirements

    Additional requirements

    20. Catering
    Standing canapesFinger foodsBuffet styleSit down (served)

    21. AV requirements (to select multiple please hold down the CTRL button to make your selection)
    LaptopPointerHandheld micPA systemMonitorsScreens for Audio visual

    22. Branded collateral (to select multiple please hold down the CTRL button to make your selection)
    Pull-upPop-upFlagGazeboTabletop QR codeMedia wall

    23. Who will be responsible for managing the branding (event banners) and what branding/marketing collateral is required?
    Please enter the number to contact this person or the responsible person /liaison on directly

    24. Do you require the services of a photographer?
    Yes pleaseNo thank you
    If you are taking photos, this is a reminder that you need to obtain consent from attendees prior to having them photographed.

    25. Is marketing support required on the day/evening of the event? Please note that for small new business events, marketing will assist with all the logistics, however, the New Business Partner is responsible for the management and execution of the event on the day/evening. 
    Yes pleaseNo thank you

    26. Additional requests
    Name tagsNone

    27. Any additional information