The rapidly changing financial advisory market necessitates the opportunity for investment advisers to voice their views on a meaningful platform.
The South African Investment Panorama is a new research project to enable independent financial advisers (IFAs) working in South Africa to do just this.
Insight Discovery, in collaboration with Moonstone and a number of household financial services institutions and asset management companies, is driving this initiative.
This study is important as it gives you as an independent financial adviser the chance to air your views on the key opportunities and challenges facing your industry. Complete confidentiality is guaranteed.
The survey takes around 15 minutes to complete, depending on how many sections are relevant to you. The first 300 individuals to complete this study will be entered in a draw to win an Apple mini-iPad.
A summary of the key findings will also be circulated to everybody who participates in this study. Where relevant, it will also be shared with the regulatory authorities to ensure your views are included in their considerations.
To really have the clout to make a difference, each and every qualifying independent financial adviser and wealth manager is urged to take part in the survey.
The closing date for the online part of this study is Friday 10 April 2015.
Insight Discovery – Consultancy firm of the year 2014, Global Investor
Insight Discovery, the company behind the South Africa Investment Panorama report, is a leading strategic research company which specialises in stakeholder engagement and leadership insights. The majority of our clients are asset management companies and fund platforms, including the largest asset management company in the world and the largest insurance company in Europe.
Qualifying financial institutions and asset management companies are welcome to approach Nigel Sillitoe for more information.