Pricing 2021-08-04T13:21:39+10:00


MDA Operator provides a number of services that can be bundled or can be purchased separately as a plug and play component of the ultimate solution for the adviser delivering advice to a client.

Managed Discretionary Account Administration Services

Max 15 bps^
  • Maintenance of APL, Products & Models
  • Client Portal
  • Rebalancing
  • Market trades
  • Performance reporting
  • ^Minimum Fee may apply. Domestic listed assets, managed funds, CMA & TD’s and At Call

Managed Discretionary Account Services

$120 per portfolio & 3bps pa
  • FSG renewals
  • Min Risk Assessment of Models
  • RG179 compliance
  • SOA complaince
  • MDA client documentation
  • MDA renewal compliance