Managed Discretionary Accounts (MDA)
Trend Investor Services P/L offers Managed Discretionary Accounts (MDA).
What is a MDA Service?
A MDA service is a managed investment scheme and a facility for making a financial investment that has the following key features:
- clients give to the MDA Operator i.e. Trend, access to money or money’s worth (client contributions);
- Trend has the discretion to invest in financial products using client contributions without prior reference to the client for each transaction;
- each client agrees with Trend that assets derived directly or indirectly from that client’s contributions are managed as a discrete portfolio belonging to the client; and
- each client has an understanding that they will derive benefits from the MDA service, including benefits from Trend’s expertise in investment selection and other services offered as part of the MDA service.
$100,000 is the minimum amount to invest in a Trend Investor Services P/L MDA portfolio.
A MDA account is managed on your behalf with investment decisions being made at the discretion of Trend Investor Services P/L. Eventhough the decisions are made by Trend, you can relax in the knowledge that our approach has been sharpened through several years of experience with this product. Not only that! You have full access to your advisor at any time you need them.
Account Opening Information
To open a MDA with Trend Investor Services P/L simply click here and send us a request for more information. We will then contact you and provide you all the supporting information and documentation you need to open an account.