Morgan Stanley Reserved Partner Offer Application

Company legal name?*
Example: ABC Company New York, LLC
Company common name if different?
Example: ABC Company, ABC Company Wellness
Primary contact information?*
Example: Mike Smith, (XXX) XXX-XXXX
Secondary contact information?
Example: John Grow, (XXX) XXX-XXXX
Describe your product/service?*
Example: ABC Company is a virtual wellness advisory.
How many years have you been in business?
Example: 17 years
Where is your headquarters located?
Example: Weston, CT
List all retail outlet locations and geographic areas you do business.
Example: Anywhere in the world; video-conference ability required
Outline ownership of organization?
Example: 90% owned by Mike and John Grow. 10% investors
Provide links to any recent media coverage.
Example: https://[website url]
What was your approximate sales/revenue for each of the past 5 years.
Example: 2019 - $X.X million; 2018 - $X.X million
List any current partnerships you have with other loyalty programs?
Example: Not loyalty programs per se, but certain other financial …
List any loyalty promotions you have done in the past?
Example: None
Is the offer you intend to provide best in market?
Example: Yes, No...
Does your organization produce or have access to any content related to your industry?
Example: Yes, please see our blog here https://[website url]
Please identify any events you sponsor or participate in?
Example: Light Up a Life - New York …
Is your organization tied to any specific non-profit relationships?
Example: ABC Company donates yoga classes to the …
Is the offer you intend to provide exclusive to Morgan Stanley Reserved?
Example: Yes, No...
Are there industry awards that you have received in the past 3 years?
Example: Yes, No...
Indicate the approximate size of your organization?
Example: 10 Team Members and 1,000 Wellness Professionals
Do you have any sibling companies?
Example: Yes, No...
Provide any available demographic information on your customers?
Example: 60% of clients are under age 55; 40% are 55 or over; Clients spend an average of $X,XXX/year with ABC Company
Does your company outsource any of the services you provide?
Example: Yes, No...
Outline your customer service protocol?
Example: Initial onboarding by a ABC Company Wellness Advisor…
Provide two outside references familiar with your product/service?
Example: Mike Smith (corporate client) – mike.smith@company-name