What is a Managed Discretionary Account?
An MDA is a share and options trading account that is managed on your behalf by a professional investment adviser, with the investment decisions being made at the adviser's discretion.
Although the investment decisions are being made by us, you can rest easy in the knowledge that the strategies we are using are tried and tested. Before you invest your money in a managed account you will sign a mandate which spells out very specifically the types of trading and investment strategies we will be using. Using the client profile on the back page of this booklet, we will first tailor an investment strategy to your specific personal and financial situation.
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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