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Home Complete MDA Kit (7% discount on individual pricing)
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  • Complete MDA Kit (7% discount on individual pricing)

    $4,275.00 inc. GST (5 advisers)

    Purchase

    Samples |  MDA Provider Policy and Procedures Table of Contents |  MDA Adviser Policy and Procedues Table of Contents

    What

    A complete MDA compliance kit

    Suitable for
    • MDA providers
    • External MDA advisers
    Contains
    • MDA Provider FSG
    • MDA SoA Material
    • Template MDA Contract
    • Template Investment Strategy
    • MDA Review SoA/RoA Material
    • MDA Adviser Policy and Procedures
    • MDA Provider Policy and Procedures
    • Content and User Guide
    Benefits
    • All the templates needed to recommend and review MDAs
    • Seamlessly links the SoA, Investment Program and MDA Contract
    • Includes special purpose FSG template for MDA providers
    • Comprehensive end to end procedures for MDA providers and MDA advisers
    • Detailed content and user guide
    • Covers all the MDA regulatory requirements and standard FSG requirements
    • Variable clauses to suit different MDA models
    • Easy to customise for your business
    • Clear, concise and effective language
    Use
    • Create a special purpose MDA provider FSG
    • Customise your SoA for MDA services
    • Document your MDA terms and conditions
    • Create compliant Investment Programs
    • Customise to create MDA policies and procedures for MDA services and MDA advice
    • Suitable for all types of MDA providers. NB: Additional 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 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.

    SEE ALSO

    Financial Adviser Manual

    Statement of Advice Template

    AFS Licensee Manual

    Product Licence
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