Contains template material for all the disclosures required to review MDA services
Variable clauses to suit different MDA models
Clear concise and effective language
Purchase as part of the MDA Kit for a complete MDA compliance system
Use
Integrate into your annual review SoA/RoA template to create compliant MDA review advice
Suitable for all types of MDA providers. NB: Additonal customisation will be required for MDA providers who use an external custodian or non-recourse
financial products
Price is for use by 5 advisers. $10 fee applies to each additional adviser. Discounts are available for purchases for >10 advisers. Contact us for a quote.
