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IMAP Webinar: Giving Advice on Managed Accounts – Best Interest and Other Considerations
As we navigate the new financial services requirements in October, are there special considerations for providing advice on Managed Accounts?
In this session Simon Carrodus of The Fold Legal will be discussing:
• If you are acting as portfolio manager, it's an "In house product" – what additional benefits should the product provide?
• How far do you need to go in your SOA in considering “alternatives” to the recommendation you are making?
• Is it okay to charge fees for portfolio management?

Moderated by Jenny Mulders, IMAP Regulatory Group Chair

Sep 29, 2021 12:00 PM in Canberra, Melbourne, Sydney

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