Exit

April 2022

Deadline: 15 May 2022

Question Title

Practitioner Information

1. Are you a CFP professional?

Question Title

2. Which Territory do you primarily work?

Question Title

3. In which segment of the financial services industry do you primarily work?

Question Title

4. How many years of experience do you have in financial planning?

Question Title

Client Services

5. Is there demand from your clients or prospective clients for advice on {Select all that apply}:

Question Title

6. Do you provide your clients or prospective clients with financial advice or services on the following? {Select all that apply}

Question Title

7. Do you use any of the following channels to provide advice to clients or prospective clients on any of the products listed in Q6? {Select all that apply}

Question Title

8. If you do NOT provide financial advice or services on the products listed in Q6, please provide the reason:

Question Title

9. Do you have clients or potential clients who have purchased / invested in one or more of the products listed in Q6 and have suffered a financial loss?

Question Title

10. If you answered yes to Q9., did this client or potential client invest as:

Question Title

11. What percentage of your clients asked about Crypto Assets / cryptocurrencies in the past 12 months?

Question Title

12. Do your clients invest in Crypto Assets / cryptocurrencies on their own (self-directed)?

( Privacy & Cookie Notice

T