MDA - Advice and Contract Documents
Template SoA material, Investment Program and MDA Contract. Suitable for MDA providers & External MDA advisers
$1,350.00 inc GST
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Hamilton Locke + SOURCE are delighted to offer our suite of customisable compliance manuals, agreements, templates and tools for financial services and credit businesses. Suited to businesses who are AFS or credit licence holders, they provide the foundations to build a compliance and risk management framework.
They are designed for a broad range of financial services and credit providers, including general insurance brokers, general insurance agents and underwriting agencies, MDA providers, financial planning and wealth advisors, credit intermediaries, non-bank lenders and wholesale fund/investment managers. Contact us for any questions or support you require.
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