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Home MDA - Adviser Policy and Procedures

Product Name
  • MDA - Adviser Policy and Procedures

    $950.00 inc. GST (5 advisers)


    A step by step guide to MDA advice

    Suitable for
    • MDA providers
    • External MDA advisers

    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
    • 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
    • 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.
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