Do you support the call to legally define 'personal financial advice' as either Simple or Complex?
- Yes (57%)
- No (30%)
- Not sure (13%)
Start Date: October 27, 2020 @ 1:35 pm
End Date: November 17, 2020 @ 2:03 pm
End Date: November 17, 2020 @ 2:03 pm
Are you finding it more challenging to provide appropriate IP solutions for your clients since agreed value policies were removed?
- Yes (64%)
- No (30%)
- Not sure (6%)
Start Date: September 22, 2020 @ 12:43 pm
End Date: October 27, 2020 @ 3:09 pm
End Date: October 27, 2020 @ 3:09 pm
Is it a realistic expectation that a risk-focussed advice practice should be able to develop a sustainable business model based on a combination of advice fees and commissions?
- No (63%)
- Yes (31%)
- Not sure (6%)
Start Date: September 8, 2020 @ 10:30 am
End Date: September 22, 2020 @ 1:05 pm
End Date: September 22, 2020 @ 1:05 pm
Are you ok to advise your clients to consider taking out a new life insurance policy offering a front loaded premium discount?
- No (62%)
- It depends (26%)
- Yes (11%)
- Not sure (1%)
Start Date: August 18, 2020 @ 8:46 am
End Date: September 8, 2020 @ 11:40 am
End Date: September 8, 2020 @ 11:40 am
Would the revised Trowbridge Reform Model remuneration proposal (20% level commissions supplemented by a $2k Initial Advice Payment) sustain a viable advice practice?
- No (73%)
- Yes (18%)
- Not sure (9%)
Start Date: August 2, 2020 @ 10:24 pm
End Date: April 11, 2021 @ 2:39 pm
End Date: April 11, 2021 @ 2:39 pm