Services on offer
We offer an initial consultation to understand your position and needs. Based on our discussion, we will provide you with an indication of your options and how we may assist you with those options.
Should you wish to proceed further, we will provide you with a summary outlining our recommended pathways, including indicative costs and timeframes.
Once you decide to proceed with a particular option, we will provide a more detailed quote and our proposed agreement for the work to be completed
Services MDA Guru can provide include
MDA AFS Licence applications and variations
Quarterly MDA Compliance Meetings
MDA Provider/Client Agreements
AFSL Responsible Manager (RM) training
MDA SOA/FSG documentation preparation
Advisor MDA induction and competency training
MDA Advisor Reviews/Audits
Investment Program development
Investment Committee consultation