XTB Pulse Survey Feb '17 SMSF Association Conference Pulse Survey Question Title * 1. What is the number one priority for your clients for 2017? Regular income Capital stability Accumulating wealth for retirement Diversification Question Title * 2. What fixed income investments do your clients typically hold? (Please tick all that apply) Bond managed funds Bond ETFs Direct OTC Corporate Bonds Fixed interest SMA Government bonds Term deposits/cash Other – please provide detail None Other (please specify) Question Title * 3. What is your client’s average allocation to fixed income investments? Less than 10% Between 10 - 20% Between 20 - 30% Between 30 - 40% Between 40 - 50% More than 50% Question Title * 4. What is the most important factor you consider when investing in corporate bonds? Credit rating of the issuer Yield to Maturity (Total Return if held to maturity) Price of the bond (Trading above or below par) Diversification Question Title * 5. How do you manage your client portfolios? Wraps Direct on ASX Other (please specify) Question Title * 6. Your Details (please refer to the privacy statement on www.xtbs.com.au/privacy-policy. Responses will be used in aggregate form only.) Name Email Address Done