Which client service team is the most critically important in helping you deliver value to your clients?
- Underwriting/New Business team (43%)
- All teams are of equal value (29%)
- Claims team (22%)
- Business Services/BDM team (6%)
Start Date: February 18, 2014 @ 11:23 am
End Date: March 11, 2014 @ 4:53 pm
End Date: March 11, 2014 @ 4:53 pm
Should the term 'financial advice' be classified as either 'aligned' or 'non-aligned'?
- Yes (74%)
- No (22%)
- Not sure (4%)
Start Date: February 4, 2014 @ 5:15 pm
End Date: February 18, 2014 @ 11:52 am
End Date: February 18, 2014 @ 11:52 am
Does life insurance still need to be 'sold', not 'bought'?
- Yes (90%)
- No (8%)
- Not sure (2%)
Start Date: January 21, 2014 @ 1:09 pm
End Date: February 4, 2014 @ 5:18 pm
End Date: February 4, 2014 @ 5:18 pm
Which of the proposed FoFA amendments will deliver the most positive outcome for your advice business?
- Removal of opt-in (33%)
- Removal of retrospective annual fee disclosure (26%)
- Amendments to grandfathering provisions (17%)
- Scaled advice clarification (12%)
- Broader access to risk commissions in super (7%)
- Removal of best interests 'catch-all' provision (5%)
Start Date: January 14, 2014 @ 1:32 pm
End Date: January 21, 2014 @ 1:12 pm
End Date: January 21, 2014 @ 1:12 pm
Which of the proposed FoFA amendments will deliver the most positive outcome for your advice business?
- Removal of opt-in (29%)
- Removal of retrospective annual fee disclosure (26%)
- Amendments to grandfathering provisions (16%)
- Removal of best interests 'catch-all' provision (13%)
- Scaled advice clarification (10%)
- Broader access to risk commissions in super (6%)
Start Date: January 7, 2014 @ 5:46 pm
End Date: January 14, 2014 @ 3:19 pm
End Date: January 14, 2014 @ 3:19 pm