Which of the following solutions are your clients’ top-3 preferred succession planning tools? (Please select 3)
- Trusts (27%)
- Life insurance (18%)
- Joint account/pooled income funds (18%)
- Will (15%)
- Joint investments (9%)
- Asset liquidation/buy-sell agreements (6%)
- Annuity products (6%)
Start Date: 12 July 2019 @ 4:06 pm
End Date: No Expiry
When it comes to succession planning, what is your top choice of professionals to work with?
- Lawyers/law firms (60%)
- Insurance providers (20%)
- Independent financial advisors (20%)
- Other (specify) (0%)
- Insurance broker (0%)
Start Date: 25 June 2019 @ 3:15 pm
End Date: No Expiry
What percentage of your clients have already planned or currently planning their succession/wealth transfer?
- 40% to < 60% (67%)
- Unsure (33%)
- Less than 20% (0%)
- 20% to < 40% (0%)
- 60% to < 80% (0%)
- More than 80% (0%)
Start Date: 9 May 2019 @ 5:46 pm
End Date: No Expiry
What percentage of your clients use their universal life insurance as part of their succession planning/wealth transfer plan?
- Less than 20% (33%)
- 20% to < 40% (20%)
- Unsure (20%)
- 40% to < 60% (13%)
- 60% to < 80% (7%)
- More than 80% (7%)
Start Date: 6 July 2018 @ 9:00 am
End Date: No Expiry
What is the average age of your clients when they start discussing about succession planning?
- 60 to 70 (50%)
- 30 to 40 (50%)
- 20 to 30 (0%)
- 40 to 50 (0%)
- 50 to 60 (0%)
- Above 70 (0%)
Start Date: 7 June 2018 @ 12:00 am
End Date: No Expiry
What percentage of your clients have planned or are currently planning their succession/wealth transfer?
- 10% to < 20% (43%)
- Less than 10% (14%)
- 20% to < 40% (14%)
- 40% to < 60% (14%)
- More than 80% (14%)
- 60% to < 80% (1%)
Start Date: 7 May 2018 @ 9:00 am
End Date: No Expiry
On a scale of 1-5, how important is guaranteed issuance / no medical underwriting in a retirement planning solution?
- 3 (40%)
- 4 (27%)
- 5 (27%)
- 1 (7%)
- 2 (0%)
Start Date: 4 July 2017 @ 3:43 pm
End Date: No Expiry
On a scale of 1-5, how important is annuity payout / income flexibility feature in a retirement planning solution? (1=not important, 5=very important)
- 5 (58%)
- 4 (17%)
- 3 (17%)
- 2 (8%)
- 1 (0%)
Start Date: 5 June 2017 @ 2:09 pm
End Date: No Expiry
On a scale of 1-5, how relevant is retirement to your HNW clients? (1=not relevant, 5=highly relevant)
- 4 (75%)
- 3 (25%)
- 5 (0%)
- 1 (0%)
- 2 (0%)
Start Date: 22 May 2017 @ 10:38 am
End Date: No Expiry
Have you ever had a discussion with your client(s) about HNW retirement solutions?
- Yes (60%)
- No (40%)
Start Date: 24 April 2017 @ 5:45 pm
End Date: No Expiry
What impact has Indonesia's tax amnesty had on asset flows at your private bank?
- A trickle of outflows (52%)
- Moderate outflows (24%)
- Indonesia client assets have remained stable (19%)
- Significant outflows (5%)
Start Date: 21 March 2017 @ 2:43 pm
End Date: No Expiry
Which institution is most likely to acquire CIC's private banking business in Asia, should it decide to sell?
- DBS (17%)
- VP Bank (17%)
- Bank of Singapore (14%)
- UBP (14%)
- Other (10%)
- Indosuez (8%)
- Julius Baer (7%)
- LGT (6%)
- Vontobel (3%)
- UOB (4%)
Start Date: 10 February 2017 @ 2:57 pm
End Date: No Expiry
Given the global equity rally, how much have equity volumes increased for your clients since the Brexit vote outcome?
- 0-10% increase (31%)
- No change (27%)
- Decrease (23%)
- 11-20% increase (15%)
- More than 30% increase (4%)
- 21-30% increase (0%)
Start Date: 31 August 2016 @ 2:21 pm
End Date: No Expiry
What percentage of Asian HNWIs' investable assets will be allocated to private equity in the next 12 months?
- 5-10% (50%)
- 11-15% (21%)
- <5% (14%)
- >25% (7%)
- 21-25% (7%)
- 16-20% (1%)
Start Date: 15 August 2016 @ 4:32 pm
End Date: No Expiry
We've reached the midway point of a trying year; so what percentage of your annual target have you met?
- > 55% (35%)
- 16-25% (20%)
- 36-45% (15%)
- 26-35% (10%)
- 46-55% (10%)
- < 15% (10%)
Start Date: 18 July 2016 @ 1:36 pm
End Date: No Expiry
Which of the following would you invest in over the next 6 months?
- Discretionary Portfolio Management (38%)
- Leverage Certificates (Long/Short) (24%)
- Futures (14%)
- Delta One Index-Linked Products (14%)
- OTC (10%)
Start Date: 13 June 2016 @ 12:55 pm
End Date: No Expiry
What tools would enable you to refer more clients for a life insurance policy?
- Product information (67%)
- More flexible products (17%)
- Financial incentives (16%)
Start Date: 6 June 2016 @ 4:48 pm
End Date: No Expiry
How long will it take for Chinese fintechs to dominate the China private banking space?
- Give it five years (54%)
- It will take upwards of a decade (26%)
- It will never happen (11%)
- It will happen this year (9%)
Start Date: 23 May 2016 @ 3:21 pm
End Date: No Expiry
What changes, if any, do you expect for structured products distribution in the next 6 months?
- Keep the same (36%)
- Decrease distribution (36%)
- Increase distribution (28%)
Start Date: 9 May 2016 @ 5:34 pm
End Date: No Expiry