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  • MDA Advice and Contract Documents

    $1,350.00 inc. GST (5 advisers)

    What

    Template SoA material, Investment Program and MDA Contract

    Suitable for
    • MDA providers
    • External MDA advisers
    • NB: We offer these templates as a package because the documents are interdependent

    Contains
    SOA MATERIAL
    • Basis for MDA advice
    • All other required information
    • MDA warnings
    • Fees and costs
    MDA CONTRACT.
    • Appointment
    • Discretions
    • Rights and obligations
    • Review and reporting
    • Fees and costs
    INVESTMENT STRATEGY.
    • Sample model portfolio description
    • MDA warnings
    • MDA information
    Benefits
    • Contains template material for all the disclosures required to recommend and implement MDA services
    • Covers all the MDA regulatory requirements for SoAs, MDA Contracts and Investment Programs
    • Seamlessly integrates the overlapping MDA requirements into the 3 documents
    • Variable clauses to suit different MDA models
    • Clear concise and effective language
    • Detailed content and user guide
    • Purchase as part of the MDA Kit for a complete MDA compliance system
    Use
    • Integrate SoA material into your SoA template to create compliant MDA advice
    • Document your MDA contract
    • Document your model portfolios and other investment strategies
    • 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 product
     
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