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SA Top Wealth Manager / Private Banks Survey 2018



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THANK YOU for agreeing to let us know about your experiences with your private bank and wealth manager.

Your feedback will help us choose South Africa's top private banks and wealth managers. All respondents will be entered into a draw for R10 000 cash to be deposited into their private bank or wealth account.

Please note the terms and conditions:
• All answers will be treated with the strictest confidence. We will use the answers to inform us of trends and issues within the private bank and wealth management industry, but your individual responses will never be disclosed to any third party
• Only bona fide clients of private banks or wealth managers in South Africa should complete the survey. We will audit a portion of responses to verify client status. Winners will have to verify that they are a client of their indicated firm in order to claim the prize
• Please only complete the survey once. Multiple entries will disqualify you and your feedback will not be included in the survey
• Employees or agents of wealth managers should not complete the survey. We will test for attempts to manipulate the results and any attempt to do so will disqualify the firm. Private banks and wealth managers are, however, welcome to promote the survey to their clients
• To be eligible for the prize, you need to provide contact details on the last page and be prepared to have your name published in Financial Mail Investor's Monthly Magazine
• This research is being undertaken by Intellidex. For more details visit *

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