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Home MDA - Adviser Policy and Procedures

Product Name

For

Price

Purchase

MDA - Adviser Policy and Procedures

$950.00 inc. GST (5 advisers)

Purchase
Sample | Detailed Table of Contents

What

A step by step guide to MDA advice

Suitable for

MDA providers

External MDA advisers

Contains

Detailed guidance and procedures for recommending an MDA service, covering

What is an MDA service

Recommending an MDA service

Best interests duty

MDA advice documents

Implementing an MDA service

Annual reviews

Fee disclosure statements

Terminating the MDA contract

Record keeping

Benefits

Comprehensive policies and procedures for providing MDA advice

Covers all the MDA regulatory requirements for MDA advisers

Fully customisable for your business

Variable clauses to suit different MDA models

Detailed table of contents ensures easy navigation

Supports your quality assurance program

Clear concise and effective language

Purchase as part of the MDA Kit for a complete MDA compliance system

Use

Convenient reference guide

Customise to create your MDA advice procedures

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

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

Financial Adviser Manual

Complete MDA Kit - 7% Discount On Individual Prices

MDA - Provider Policy and Procedures

Product Licence

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MDA - Adviser Policy and Procedures

SEE ALSO