How to invest?
To open a Managed Discretionary Account with William Shaw Securities simply complete the Client Profile at the back of this document and return it to us. We will then send you the other supporting documentation required to open an account.
Minimum Investment
To open a managed account you will need a minimum investment of $50,000 Australian Dollars, and for professional investors with $250,000 or more our fees structure becomes even more competitive. Please contact us for more information or a copy of the MDA agreement.
Please fill out the below form to enquire about a WSS Managed Discretionary Account.
Or email info@williamshaw.com.au for more information.
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