Your opinion matters

NMP Education would like to invite you to the annual Investment Trends Planner Technology and Business Model Survey.

We would like to hear from all planners about how you are navigating current challenging equity market and business conditions, as well as your views on the platforms and other business tools you use.

In appreciation of your time in completing the survey, you can choose to receive the following benefits:

  • Entry to the draw to receive an EFTPOS gift card valued at $3,000. The next ten runners up will each receive a $200 EFTPOS gift card. You can view the terms and conditions of the prize draw here

  • Highlighted findings from the survey, a great way to find out about other advisers’ views

In addition, the five most comprehensive answers as judged by Investment Trends will each receive a $200 EFTPOS gift card.

You can access the survey here.

Depending on your answers, the survey should take between 15 and 20 minutes to complete. We’d appreciate it if you could complete your entry by Sunday, 26 April 2020.

Thanks in anticipation for your feedback.

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 draw here.


The opinions expressed in this content are those of the author shown, and do not necessarily represent those of No More Practice Education Pty Ltd or its related entities. All content is intended for a professional financial adviser audience only and does not constitute financial advice. To view our full terms and conditions, click here

The opinions, advice, or views expressed in this content are those of the author or the presenter alone and do not represent the opinions, advice or views of No More Practice Education Pty Ltd. Our contents are prepared by our own staff and third parties who are responsible for their own contents. Any advice in this content is general advice only without reference to your financial objectives, situation or needs. You should consider any general advice considering these matters and relevant product disclosure statements. You should also obtain your own independent advice before making financial decisions. Please also refer to our FSG available here: http://www.nmpeducation.com.au/financial-services-guide/.

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