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| * Where do you conduct your day to day banking? |
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| What types of investments do you have (Select all that apply)? |
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| * Do you receive assistance or advice with respect to these investments? |
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| Who provides you support or advice with your investments (Select all that apply)? |
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| On average, how much do you pay in fees for the investments that you own? |
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| How often do you conduct surveys? |
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