Lonsec MDA Model Manager service
Leverage Lonsec’s model manager capabilities
Lonsec offers licensees and large advice businesses the ability to run a bespoke selection of external or in-house models within a Managed Discretionary Account (MDA) structure, providing advisers and their clients with a high touch, individualised investment experience, whilst freeing valuable time and resources for both Licensees and their Advisers to grow and scale their businesses.
Our unique MDA offering enables external investment managers with in-house investment capability to run models within the service, including Licensees and large Advice Practices who have the ability to set up their own models and customise at all levels.
The Lonsec MDA Model Manager service provides licensees and large advice businesses with:
- More choice when tailoring their model portfolios
- An enhanced compliance and governance framework for the oversight of investment advice
- Minimised disruptions to the adviser and client during the transition process to a more flexible and scalable MDA structure
- The potential reduction in overall costs to client through effective portfolio construction and management
This solution also provides Model Managers with more flexibility during the portfolio construction and implementation process.
Benefits of the Lonsec MDA Model Manager service
For Licensees
- Providing Authorised Representatives (ARs) under your licensee with a framework in which to tailor their portfolios to individual investor preferences
- Implementation of bespoke Licensee model mandates / APL – whilst providing approved parameters for Adviser tailoring and settings
- Governance and oversight at scale, including ongoing Licensee reporting and mandate oversight
- Multi layered support and ongoing service, including branded communication distribution
- Corporate Support – including access to Lonsec’s investment consulting services
- Bespoke outsourced implementation via direct access to Portfolio implementation team
For Advisers
- An engaging tailored investment solution that allows advisers to treat each client individually
- Access to a high-touch dealing desk providing advisers with timely implementation and execution on client instructions, updating models and rebalancing, whilst outsourcing implementation risks
- Providing a layer of control to customise based on account type, corporate actions, incremental implementation
Why partner with Lonsec?
- Ability to support existing retail and tailored models through an MDA structure
- Access to Lonsec’s investment consulting resources to support portfolio construction and management
- Core underlying systems provided by leading global technology provider, in delivering scale efficiencies and market leading MDA capability
- Platform agnostic subject to platform functionality being available to support the proposition
- Flexible trading options leveraging bespoke trade implementation management
- Highly experienced and personalised portfolio implementation team
Find out more
To find out more, get in touch with your BDM or call us on 1300 826 395.