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Home MDA Annual Review SoA/RoA Material

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  • MDA Annual Review SoA/RoA Material

    $100.00 inc. GST (5 advisers)

    What

    Template SoA/RoA content for annual MDA reviews

    Suitable for
    • MDA providers
    • External MDA advisers
    Contains
    • MDA suitability review
    • Investment program review
    Benefits
    • 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.
     
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