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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.


A national supplier of risk management services to independent financial advisors and other licensed financial service providers (FSPs). Established in 2004, we help our clients overcome their risk management challenges so they can grow and thrive in an increasingly regulated industry. Providing professional guidance and practical support, our team of specialists is passionately committed to delivering tangible solutions.

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Masthead is a level 1 B-BBEE contributor.

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