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IMAP would like to invite you to the annual Investment Trends Portfolio Management Survey.
We would like to hear from all planners and stockbrokers about the tools you use to manage client investments. If you would like to participate, please complete the survey by following the link below:
https://survey.investmenttrends.com/s3/c8041c88f987
In appreciation of your time in completing the survey, you can choose to receive the following benefits:
• Entry to the draw to receive a Flight Centre Gift Card valued at $3,000. The next ten runners up will each receive a $200 EFTPOS gift card. You can view the terms and conditions of the prize draw here
• Highlighted findings from the survey, a great way to find out about other advisers’ views
In addition, the five most comprehensive answers as judged by Investment Trends will each receive a $200 EFTPOS gift card.
Depending on your answers, the survey should take approximately 15 minutes to complete. We’d appreciate it if you could complete your entry by Sunday, 16 February 2020.
Thanks in anticipation for your feedback.
Privacy
Your responses are confidential and will only ever be shown in aggregate after being combined with those of other survey respondents. Your contact details will only be used to arrange delivery of survey prizes/incentives and to invite you to take part in future surveys (if you have elected to do so).
If you wish, you can review Investment Trends’ privacy policy here. If you have any questions, please email Investment Trends.
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