1. How do you define your professional role?
2. Do you provide Managed Account services to your clients?
For intermediaries who do NOT use Managed Accounts
3. Why do you NOT use Managed Accounts?
Please choose one or more of the following choices:
For intermediaries who ARE using, or can offer, Managed Accounts
4. Which of the following investments do you actively provide advice on?
Please choose one or more of the following choices:
5. By what proportion do you believe providing a Managed Accounts offering adds to the commercial valuation of your Practice?
6. What impact do you expect the use of Managed Accounts by your clients to have on their future use of traditional platforms and regular Managed Funds?
7. How do you administer Managed Accounts within your Practice?
8. Which of the following Managed Account services do you offer clients?
Please choose one or more of the following choices:
9. If you provide model portfolios to your clients are these:
10. If you selected "bespoke" to question 10, how are these models designed?
11. Does your practice or AFS Licensee have an investment committee to help guide how model portfolios are selected, designed or monitored?
12. What is your estimated overall average FUA per client?
13. What proportion of your client business, by number of clients and share of their FUA, do you estimate is placed through Managed Accounts?
14. What proportion of your clients have a self-managed super fund (SMSF)?
15. What do you think are the key benefits of using Managed Accounts?
Please rank in order from 1 to 9.
Better overall outcome for the client
1
2
3
4
5
6
7
8
9
Improve Practice efficiency
1
2
3
4
5
6
7
8
9
Better portfolio performance
1
2
3
4
5
6
7
8
9
Lower admin fees for the client
1
2
3
4
5
6
7
8
9
Lower admin costs for the Practice
1
2
3
4
5
6
7
8
9
Improved transparency
1
2
3
4
5
6
7
8
9
Improved risk management
1
2
3
4
5
6
7
8
9
Better taxation management
1
2
3
4
5
6
7
8
9
A source of Practice revenue
1
2
3
4
5
6
7
8
9
16. What criteria did you use when selecting your preferred Managed Account providers?
Please rank in order from 1 to 9.
Platform alignment and connectivity
1
2
3
4
5
6
7
8
9
Levels of service and features
1
2
3
4
5
6
7
8
9
Ability to include a broad range of investments
1
2
3
4
5
6
7
8
9
Technological functionality
1
2
3
4
5
6
7
8
9
Ability to tailor investments
1
2
3
4
5
6
7
8
9
Researcher rating
1
2
3
4
5
6
7
8
9
On your advice group's APL
1
2
3
4
5
6
7
8
9
Fees
1
2
3
4
5
6
7
8
9
Other, please specify
1
2
3
4
5
6
7
8
9
17. Regarding the number and type of choices available on Managed Accounts, do you believe:
18. Would you like Managed Accounts to be able to accommodate real assets such as physical property or collectibles?
19. What is your preferred billing method associated with Managed Accounts?
Please choose one or more of the options listed.
20. What types of investment solutions do your clients access on Managed Accounts?
Please tick all that apply.
21. What do you consider to be the appropriate investment entry level for clients to begin investing through various Managed Accounts investment solutions?
22. Which brands do you consider to be the leading providers of Managed Account services?
Please choose one or more of the options listed.
About you and your Practice
23. Which research house(s) do you use for rated products?
Please tick all that apply.
24. Which SMSF external administration solution provider(s) do you use for your Practice?
Please tick all that apply.
25. If you wish to receive a complimentary ticket to the 2021 Financial Standard Managed Accounts Forum and to receive a copy of the survey report, to be released at the Forum, please nominate your details so we can get in contact with you.
Email Address:
First Name:
Last Name:
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