MDA - Provider FSG
Template for a special purpose FSG for MDA providers
$4,275 inc GST
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This price is for use by 5 advisers. Discounts apply for >5 advisers. Contact us for a quote.
There are many different MDA service structures and the MDA regulatory regime is complex. The MDA Kit is suitable for most business models and is an excellent starting point however The Fold recommends obtaining legal signoff on your customised documents. Budget for signoff costs of up to $10,000 depending on the complexity of your MDA arrangements, the extent of the legal review and the accuracy of your customisation.
Template SoA/RoA content for annual MDA reviews suitable for MDA providers & External MDA advisers
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