Before applying for Managed Discretionary Accounts (MDAs), please download a copy of the following important documents, read and understand before proceeding to the online application portal:

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You pay $0.00 for all the below.

  • Advice Fees: The fee on any Statement of Advice or Record of Advice.
  • On-going Service Fee: Any ongoing charges.
  • Contribution fee: The fee on each amount contributed to your investment.
  • Establishment fee: The fee to open your investment.
  • Administration Fee: The fee charged to administer your account.
  • Exit Fee: The fee to close your investment.
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