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Choosing the right

Choosing the right

Managed account for your business

Managed account for your business

 

Managed accounts can have a variety of structures, offering different levels of simplicity, customisation and control. The key is to choose the option that best fits your business model and the needs of your clients.

Like other investments, managed accounts can only be offered by licensed entities. While there are a variety of possible structures, they usually take the form of either Registered Managed Investment Scheme (RMIS) managed by a Responsible Entity (RE), or a Managed Discretionary Account (MDA) authority on a licensee’s Australian Financial Services Licence (AFSL).

For advisers and licensees it may be more helpful to focus not on the precise legal structure of the managed account, but on finding an option that best supports your business model and your clients. Two of the most commonly used options are Separately Managed Accounts and Individually Managed Accounts.

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The content displayed on this page is intended for financial advisers only