A specialist managed account partner for Financial Advisers

 

Enhanced Client Experience


Enrich the experience you have with your clients by increasing the face to face time you spend with them as well as providing access to global investment opportunities that can be held directly in the client’s name.

DIRECT GLOBAL ASSETS


Give your clients the ability to invest domestically as well as in direct global equities, global fixed income and other key asset classes anywhere in the world. You can buy, sell, roll or switch direct assets in real time.

Focus on your Business


Save time and resources and create efficiency in your business by automating investment processes and streamlining administration. Let our next generation technology help you elevate your practice and solve any business problems.

Thought Leadership


You have access to a host of resources including global market insight, investment ideas, practice management tools and capital market investment opportunities.

Adviser benefits of using Managed Accounts

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Modern day advising in a digital world

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WHAT OUR ADVISERS SAY

“The Mason Stevens team is very hands on in the way they support us – they are an extension of our business. Our teams talk daily, they offer us timely insights and investment ideas which greatly helps our decision making process and ultimately produce the best outcomes for our clients.  As they are the MDA operator, it means one less compliance matter to worry about. They execute all trades on our behalf, domestic and global, and all the administration, reconciliation and reporting is taken care of. We spend more time building new relationships with clients and deepening our existing relationships.”
Chris Willaton, Head of Investments, Akambo Private Wealth
Investment Adviser of the Year – IFA Excellence Awards Winner 2016

Request a demonstration

Contact us to request a technology demonstration or to find out how Advisers are successfully using managed accounts.

CLIENT FORMS & INFORMATION

Key Forms and documents

Key forms available to help you open and manage your client accounts.

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Change of Details Form

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Change or Add New Bank Details Form

Global Investment and Administration Service

Our global investment and administration solution gives your clients secure online access to their investment portfolio 24/7 as well as digital reporting capabilities.

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Global Portfolio Administration Service Flyer

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Adviser Reference Guide

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Member of IMAP Advisory Board

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CONTACT US

pin-8-xxl  MSCF Level 21 | 9 Castlereagh Street | Sydney NSW 2000
MSCF
phone-46-xxl  MSCF Tim Yule – 02 8270 0217
 MSCF
email-5-xxl  MSCF tim.yule@masonstevens.com.au

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