Pricing 2017-08-11T08:12:37+00:00


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 Services

Max 15 bps^
  • Maintenance of APL, Products & Models
  • Investment Programs Oversight
  • Rebalancing
  • Market trades
  • FSG and client documentation
  • ^Domestic listed assets, CMA & TD’s and At Call

Investment Advisory

~6-12k upfront & pa
  • Investment Committee Governance & Documentation
  • Investment Committee Meetings
  • Investment Policy formulation
  • Approved Product Lists
  • Models & Investment Program Management
  • Position Papers