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The annual Investment Trends Advice Practice Survey helps us improve our products and services for advisers.
The 2024 survey is now live and is an opportunity for you to share your views on the platforms and other business tools you use, and how they could be improved. If you would like to participate, please complete the Investment Trends survey here.
Investment Trends is offering the following incentives for completing the survey:
- A Visa Gift Card*
- Highlighted findings from the survey. This will help you be across the changes to how your peers are investing their clients' money in the current market.
Depending on your answers, the survey should take approximately 15-20 minutes to complete. We’d appreciate it if you could complete your entry by Sunday 26th May 2024.
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 the Investment Trends privacy policy here. If you have any questions, please email Investment Trends.
You can view the terms and conditions for the incentive here.
* One voucher per person for a survey completion. The respondents who complete the survey will be issued their gift card via their mobile number (for digital card) or sent to their provided address (for physical card) after the survey has been closed.
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Avanteos Investments Limited ABN 20 096 259 979, AFSL 245531 (AIL) is the trustee of the Avanteos Superannuation Trust ABN 38 876 896 681 and issuer of CFS Edge Super and Pension. Colonial First State Investments Limited ABN 98 002 348 352, AFSL 232468 (CFSIL) is the Investor Directed Portfolio Service (IDPS) operator and custodian of Avanteos Wrap Account Service and issuer of CFS Edge Investments.
This webpage is based on current requirements and laws as at 22 September 2023. While all care has been taken in preparing the information contained in this webpage (using reliable and accurate sources), to the extent permitted by law, no one including AIL and CFSIL, nor any related parties, their employees or directors, accept responsibility for loss suffered by anyone from reliance on this information. This webpage provides general information for the adviser only and is not to be handed to any investor. It does not consider anyone’s individual objectives, financial situation, needs or tax circumstances. You should read the relevant Product Disclosure Statement (PDS), Investor Directed Portfolio Service Guide (IDPS Guide) and Financial Services Guide (FSG) before making any recommendations to a client. The PDS, IDPS Guide and FSGs can be obtained from www.cfs.com.au/cfsedge or by calling us on 1300 769 619.