Managed Discretionary Accounts
AFSL Services – Managed Discretionary Accounts
Pulse Markets is currently providing Managed Discretionary (MDA) Account services to a number of advisory groups.
Pulse Markets MDA structure can assist advisory groups by removing the hassle of constant client approval by allowing advisers to operate model portfolios according to an investment mandate.
Managed Discretionary Accounts can be created for any legal structure or client type, such as an individual, a self-managed super fund, family trust or a company account. An AFSL can chose to use their own or Pulse Markets model portfolios.