IMAP: Making a Success of your Managed Account Program

Webinar Registration

This series – presented by some of Australia’s most respected managed account providers will provide all the detail you’ll need to establish and manage a successful managed account program. You’ll hear how they;

• Develop customised investment portfolios

• Put the governance programs in place

• Ensure that the program creates the flexibility to support your investment philosophy and yet not feel like a “cookie cutter”

• Get commitment from advisers and clients