MDA - Annual Review SoA/RoA Material

$100 inc GST

Template SoA/RoA content for annual MDA reviews suitable for MDA providers & External MDA advisers

This product is currently out of stock

 

Features:

Contains:

  • MDA suitability review
  • Investment program review

Benefits:

  • Contains template material for all the disclosures required to review MDA services
  • Variable clauses to suit different MDA models
  • Clear concise and effective language
  • Purchase as part of the MDA Kit for a complete MDA compliance system

Use:

  • Integrate into your annual review SoA/RoA template to create compliant MDA review advice
  • Suitable for all types of MDA providers. NB: Additonal customisation will be required for MDA providers who use an external custodian or non-recourse financial products

This price is for use by 5 advisers. Discounts are available for >5 advisers. Contact us for a quote.