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Research & Business Intelligence

Knowing the market helps one make more informed decisions and thereby achieve better results. For more than a decade, we have been gathering information on the independent financial advisor (IFA) market. Corporate clients benefit from this information, as it sheds light and insights on IFA behaviour and preferences.

Why the IFA market is important

IFAs are an important route to market for product providers. IFAs accounted for some 11% of all recurring premium life policies sold in 2013 and almost 30% of all premiums.

Understanding IFA trends, perceptions and sentiment is thus of great value for product providers who seek to design an appealing value proposition to IFAs and grow their share of wallet from IFAs.

Wide range of research

Our research ranges from high-level overviews to personalised insight on a range of matters relating to IFAs. It covers aspects of new and existing business, the claims and underwriting processes, staff responsiveness, IFA loyalty to product providers and IFAs’ preferred communication methods.

Commissioned research

Want to know something specific or gather confidential information? We also conduct bespoke research on behalf of corporate clients. Our research is highly credible, being gathered from a large sample of IFAs through face-to-face and electronic contact.

Give your business the edge. Contact us to find out how you can benefit with better business intelligence.

WHO ARE WE

Established in 2004, Masthead (Pty) Ltd offers nationwide compliance and business support to independent financial advisors, corporate FSPs, credit providers, legal and property practitioners, and others. We help our clients navigate key regulations like FAIS, FICA, POPIA, and the National Credit Act. With a team of experts, we provide practical solutions across compliance, practice management, and business development to help businesses stay compliant and thrive. Masthead (Pty) Ltd is part of the Masthead Group, alongside Masthead Financial Planning (Pty) Ltd – a licensed FSP dedicated to supporting financial advisors with streamlined operational and regulatory solutions.

Why Masthead?

CONTACT US

Phone:

021 686 3588

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Masthead is a level 1 B-BBEE contributor.

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