Survey: what will opt in cost you?

fund manager financial planners money management financial planner

22 February 2011
| By Mike Taylor |
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Actuarial firm Rice Warner has produced research claiming the impact of an annual opt-in for financial planners will be negligible. Money Management would like to determine how it will affect you.

To help us gain a picture of how planners and others working in the industry believe they will be impacted please complete the following short survey and forward the result to [email protected].

1. Describe your occupation:

(a) Financial planner

(b) Paraplanner

(c) Superannuation fund executive

(d) Fund manager

2. How much do you believe an annual opt in will add to your business costs?

(a) 0-5%

(b) 5-10%

(c) 10-15%

(d) 15-20%

(e) 20-25%

(f) More than 25%

3. Will this additional cost be passed on to clients?

Yes/No

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