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Aim Two Three

Investment Survey 2019

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Recent years have seen Centralised Investment Propositions (CIPs) becoming an increasingly integral part of advisory firms' client offerings. This may see firms using fund panels, model portfoios, in-house OEICs or white-labelled, or outsourced, DFM services.

Aim Two Three’s latest survey is intended to give us a more detailed picture of what is actually happening; much of the evidence currently available is largely anecdotal - we want to bring more accuracy to the subject. Even if your firm doesn’t offer a CIP, your responses will still be of use.

As a compensation for taking the 5 minutes or so which will be needed to complete the survey, all qualified individuals (financial advisers) who do so will be entered into a prize draw for a £25 Amazon voucher. In fact, to maximise the chances of you winning, there will be an extra draw per 100 participants so, however many take part, the chances of you winning will never be less than 1 in 100. Winners will also have the chance to donate their prize to a charity of their choice.

The prize draw(s) will take place on 30th September. Winners will be notified by e mail and we will publish their names on the Aim Two Three website.

We are gathering this information to inform the design of the support services we offer but we’ll also be publishing it, suitably anonymised, to the wider market so that any trends can be identified and the data can be used to inform product design.

Your responses will be treated in the strictest confidence and your answers will not be attributed to you. We are asking for basic contact details purely to ensure that you are a financial adviser and to contact prize winners to arrange delivery of their vouchers. Unless you request it, we will not contact you in connection with this survey.

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