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  "moduleName": null,
  "oid_0": {
    "moduleName": "oid",
    "oid": "10382706"
  },
  "globals": {
    "get": {
      "CatalogueID": "275015",
      "ProductID": "10382706"
    },
    "cookie": {
      "visitorDeviceClass": "desktop",
      "ASP.NET_SessionId": "djmsnnajn1egozkgj3vyrnom",
      "ANONID_FS2327757": "20.04.2021 04:58:01.902",
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    "site": {
      "id": 2327757,
      "name": "The Fold Legal",
      "host": "www.thefoldlegal.com.au",
      "countryCode": "AU",
      "language": "EN",
      "dateNow": "2021-04-20T14:58:01.9183458"
    },
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      "deviceClass": "desktop",
      "ip": "3.227.235.183",
      "country": "US",
      "city": "Ashburn",
      "userAgent": "CCBot/2.0 (https://commoncrawl.org/faq/)",
      "referrer": "/"
    },
    "cart": {
      "cartUrl": "/OrderRetrievev2.aspx?CatalogueID=275015"
    },
    "user": {
      "entityId": 0,
      "firstname": "",
      "middleName": "",
      "lastname": "",
      "fullname": "",
      "username": "",
      "email": "",
      "email2": "",
      "email3": "",
      "customerType": {},
      "leadSourceType": {},
      "industryType": {},
      "ratingType": {},
      "isWholesaler": false,
      "isLoggedIn": false
    }
  },
  "contentholder_1": {
    "moduleName": "contentholder",
    "moduleDescriptor": {
      "templatePath": "/_System/ContentHolders/Technical Head.html",
      "parameters": "name=\"Technical Head\"",
      "apiEndpoint": "/api/v3/contentholder",
      "objectType": 19,
      "objectId": 84985,
      "adminUrl": "/Admin/ContentHolders_Detail.aspx?ContentHolderID=84985"
    },
    "editableFieldTypes": {
      "id": "Id",
      "content": "Html"
    },
    "id": 84985,
    "name": "Technical Head",
    "content": "\r\n\r\n{ % comment %}  { % endcomment %}\r\n\r\n\r\n\r\n{ % comment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} Preload css { % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} End preload css { % endcomment %}\r\n\r\n{ % comment %} Before preload css { % endcomment %}\r\n{ % comment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n \r\n\r\n\r\n \r\n\r\n\r\n\r\n{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % if globals.get.test != true %}\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} defer/preload js/css { % endcomment %}\r\n\r\n\r\n\r\n\r\n{ % comment %}\r\n\r\n\r\n\r\n{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %} end defer/preload js/css { % endcomment %}\r\n\r\n{ % comment %} commented js below are original locs before defer { % endcomment %}\r\n\r\n{ % comment %} rel dns prefetch { % endcomment %}\r\n\r\n\r\n{ % comment %} End rel dns prefetch { % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % else %}\r\n\r\n\r\n\r\n\r\n{ % endcomment %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % comment %}{ % endcomment %}\r\n\r\n\r\n\r\n{ % comment -%}  { % endcomment -%}\r\n{ % if globals.get.tests == true %}\r\n\r\n{ % else %}\r\n\r\n{ % comment %} dns prefetch { % endcomment %}\r\n\r\n\r\n{ % comment %} End dns prefetch { % endcomment %}\r\n\r\n{ % endif %}\r\n\r\n\r\n\r\n\r\n\r\n\r\n\r\n{ % if this.globals.site.host contains \"worldsecuresystems\" %}\r\n\r\n{ % else %}\r\n\r\n{ % endif %}",
    "params": {
      "name": "Technical Head"
    }
  }
}
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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)

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    Sample

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

    SEE ALSO

    Statement of Advice Template

    Complete MDA Kit (7% discount on individual pricing)

    MDA - Advice and Contract Documents

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