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International Investment II Connect Survey

II Connect Survey for International Investment

Ahead of our inaugural II Connect event on 11 May 2022, we would like you to take part in this survey to understand more about your business and how you work with professional connections to offer your clients the best service.  
1. Which one of these job areas best fits the type of work that you do? (select only one option) 
2. Which range best describes the total assets you personally have under management?
3. Which region(s) does your company operate in (please select all that appy)
4. How do you learn about new investment offerings (including funds, ETFs, alternatives, cryptocurrencies, NFTs)? Pick the three most common ones.
 
5. On a scale of 1-5 (1 being the least important), how important is your personal relationship with the business development manager (BDM) of an investment/fund offering in influencing your use of that offering?
 
6. How do you learn about new DFM opportunities (incl. model portfolios, MPS, full discretionary etc? Pick the three most important ones.
 
7. There is a trend in FCA regulation towards signposting. If you identify through discussion with a client or potential client that they have a planning requirement, that you do not have the in-house capability to advise on, how would you assist this client?
 
8. How do you keep your financial advice and planning skills up-to-date?
 
10. If your client requires tax advice how would you assist? Pick the most common one.
11. How do you research/identify the most appropriate tax wrapper/life wrapper for a particular client? Pick the most common one. 
12. On a scale of 1-5 (1 being the least important), how important is your personal relationship with the business development manager (BDM) of a life wrapper in deciding which life wrapper to use on a regular basis?
 
13. How do you assess the most suitable jurisdiction for a portfolio bond product provider? Pick the most common one.
 
14. How does your firm learn about ways of improving its customer service processes? Pick the three most important ones.
 
15. How do you find out about legal and regulatory changes in the industry? Pick the three most important ones.
16. How important are your professional connections in maintaining CPD for yourself, advisers and support staff on a scale of 1-5 (1 being the least important)?
 
17. How many hours of CPD do you personally undertake per year on average?
18. How does your firm manage its CPD activities?
 
19. What sources of professional reading do you use? Pick the three most important ones. 
20. How important do you find industry publications such as International Investment in keeping abreast of industry news on a scale of 1-5 (1 being the least important)?
 
22. How do you use social media such as LinkedIn for professional purposes?
24. On a scale of 1 to 5 (with 1 being the least) how much autonomy do you have to work with professional connections of your choice, rather than, being expected to use the same professional connection (or panel of professional connections) as other advisers in your firm or network?
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