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viacasinos
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Rank the following new business generation methods in order of importance to you achieving your Sales target, over the next 12 months
(1 = most important, 5 = least important)
Online lead generation, using social media
-- Select --
1
2
3
4
5
Cold calling
-- Select --
1
2
3
4
5
Encouraging/incentivising existing client referrals to their friends/family
-- Select --
1
2
3
4
5
‘Top ups’ from existing clients
-- Select --
1
2
3
4
5
Other
-- Select --
1
2
3
4
5
Please provide details
What are your new business expectations for the next 12 months?
Broadly flat/similar to the previous 12 month period
An increase of 10-20%
An increase of 20-40%
An increase of 40-80%
A decrease of 10-20%
A decrease of 20-40%
A decrease of 40-80%
Other (please provide details)
Rank the following barriers in order of their threat to you writing new business over the next 12 months
(1 = biggest threat, 6 = least threat)
Covid-19
-- Select --
1
2
3
4
5
6
Interest rates
-- Select --
1
2
3
4
5
6
Inflation
-- Select --
1
2
3
4
5
6
Political issues
-- Select --
1
2
3
4
5
6
Market performance
-- Select --
1
2
3
4
5
6
Other
-- Select --
1
2
3
4
5
6
Please provide details
Rank the following attributes of a savings & investment provider in order of its importance to
you
, when making a recommendation to your clients
(1 = most important, 9 = least important)
Size/AUM
-- Select --
1
2
3
4
5
6
7
8
9
Regulatory jurisdiction
-- Select --
1
2
3
4
5
6
7
8
9
Heritage/continuity
-- Select --
1
2
3
4
5
6
7
8
9
Relationship with representative
-- Select --
1
2
3
4
5
6
7
8
9
Customer service
-- Select --
1
2
3
4
5
6
7
8
9
Technology
-- Select --
1
2
3
4
5
6
7
8
9
Product & Fund proposition
-- Select --
1
2
3
4
5
6
7
8
9
ESG commitment of provider
-- Select --
1
2
3
4
5
6
7
8
9
Other
-- Select --
1
2
3
4
5
6
7
8
9
Please provide details
Rank the following attributes of a savings & investment provider in order of its importance to
your client
, when committing to a medium to long term plan
(1 = most important, 7 = least important)
Size/AUM
-- Select --
1
2
3
4
5
6
7
Brand
-- Select --
1
2
3
4
5
6
7
Investment security
-- Select --
1
2
3
4
5
6
7
Investment return
-- Select --
1
2
3
4
5
6
7
Access to investment
-- Select --
1
2
3
4
5
6
7
‘Hard currency’ access
-- Select --
1
2
3
4
5
6
7
Other
-- Select --
1
2
3
4
5
6
7
Please provide details
What type of business will be your focus for the next 12 months?
Regular savings
Lump sums
Pension transfers
Protection
Property / Citizenship
Other (please provide details)
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