MDA - Provider Policy and Procedures
A complete guide to providing an MDA service suitable for MDA providers
$1,450.00 inc GST
MDA - Annual Review SoA/RoA Material
$100.00 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.
