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.
