18th December 2014
Panacea Adviser and The Heath Report RDR and Trail Survey
Please click here to complete the survey.
Survey extended to Friday 16th January 2015.
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Just: Help us. Help you
Help us. Help you. And you could win a case of fine wine. • We invest heavily in marketing content, but how effective is it? • A short survey will help us evaluate our marketing • And we’ll enter you in a prize draw to win one of ten cases of fine wine.
FSCS Funding Review
In 2012 we ran a survey on the FSCS Levy and its inherent unfairness and the ever-increasing large and unexpected cash calls on adviser firms. Four years on we are running another survey to ascertain adviser perspectives on the FSCS funding review and to see how views have changed over the last 4 years. Results will be sent to the FCA, FSCS and the TSC as well as the press, so please take the survey today.
Schroders: Are your clients overconfident?
We surveyed 20,000 people in 28 countries about their understanding of investments. Our results show people have a strong belief in their investment capabilities; is this overestimated?
Comments (1)
Sarah Paul 22/12/2014 12:41
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