Institute of Managed Account Professionals
Our goals are to provide information, education and representation to advisers, investment managers, platforms and managed account service providers to build a better profession.
IMAP'S inaugural Perth Portfolio Management Conference 2021
20th July 2021
Strategic Insights - Portfolio Management
for Managed Accounts in the "new Normal"
IMAP inaugural Portfolio Management Conference 2021 in Perth features industry experts who will delve into the practicalities in making investment choices in the context of the current global market backdrop.
The Conference Program features the best of this IMAP conference's 2 agendas first held in Brisbane & Sydney in Feb / March 2021
REGISTRATIONS STILL OPEN
FASEA CPD Accredited
IMAP Managed Account Awards 2021
For your information the closing date for submissions has passed and we are no longer accepting submissions. Thank you to the organisations who have entered for the Awards.
Judging of summissions has commenced.
The next next milestone is the announcement of the Finalists scheduled for 23rd July 2021
Please contact the IMAP Events Team by email or phone with any questions
E: awards@imap.asn.au Phone: +61 2 8003 4147
Ultra care for ultra high-net-worth clients
John Woodley (Fitzpatricks Private Wealth), John Barton (MGD Wealth) and moderator, Greg Miller (Wealth Market) explain the challenges and demands of working with ultra high-net-worth clients.
Communicating with clients on ESG
ESG and ethical investing is becoming increasingly important in the advice space, as more investors turn to this style of investing. Speaking at the IMAP Adviser Roadshow 2021, Angela Ashton...
15 years of lessons learnt
John McIlroy (Crystal Wealth Partners), Martin Crabb (Shaw and Partners) and Martin Morris (Praemium) share some lessons learnt from using managed accounts as part of their advice process over the...
How to obtain a copy of the FSC / IMAP Template for DDO
IMAP and the Financial Services Council (FSC) have developed a template specifically for Managed Accounts that complies with the FSC developed industry data standards to facilitate compliance with the new...
Working with not-for-profit clients
Working with not-for-profit organisations can sound attractive, but it comes with very distinct challenges. Alex Pikoulas CFA (Lipman Burgon & Partners), Greg Barter (Findex) and moderator, Greg Miller (Wealth Market),...
Managing a wholesale and HNW client base
David Andrew (Capital Partners Private Wealth), Paul Ashworth (Cameron Harrison), Simon Carrodus (The Fold Legal) and moderator, Greg Miller (Wealth Market), share their insights on building a Wholesale and High...
15 years of lessons learnt
John McIlroy (Crystal Wealth Partners), Martin Crabb (Shaw and Partners) and Martin Morris (Praemium) share some lessons learnt from using managed accounts as part of their advice process over the...
How to obtain a copy of the FSC / IMAP Template for DDO
IMAP and the Financial Services Council (FSC) have developed a template specifically for Managed Accounts that complies with the FSC developed industry data standards to facilitate compliance with the new...
Working with not-for-profit clients
Working with not-for-profit organisations can sound attractive, but it comes with very distinct challenges. Alex Pikoulas CFA (Lipman Burgon & Partners), Greg Barter (Findex) and moderator, Greg Miller (Wealth Market),...
Managing a wholesale and HNW client base
David Andrew (Capital Partners Private Wealth), Paul Ashworth (Cameron Harrison), Simon Carrodus (The Fold Legal) and moderator, Greg Miller (Wealth Market), share their insights on building a Wholesale and High...
Uptake of managed accounts accelerates
The appetite of investors and financial planners for managed accounts continues to grow, with new client inflows into managed accounts expected to surge over the next 3 years. 70% of...
Opportunities in Asia
As the world begins to return to some form of normalcy, with the rollout of a COVID-19 vaccine, parts of Asia are re-opening and economic activity is resuming. Along with...
Become an active member of the Managed Accounts community.
IMAP is the Industry Association for advisers and organisations actively involved in offering or supporting Managed Accounts.
 |
Education and eventsBuild your knowledge and learn from experienced Managed Account professional including events that have been accredited by the FPA and CPD. |
 |
IMAP Directory ListingsThe IMAP Managed Accounts directory is the only consolidated list of providers, companies and licensees involved in offering Managed Accounts |
Dealer Group/Licensees
Subscription to IMAP
$550 (incl GST) p.a.
For dealer principals, advisers and support staff
Corporate Subscription
to IMAP
$1,650 (incl GST) p.a
For investment managers, MDA licence holders, software providers, administrators, legal firms and other service providers.
Subscribe for News Updates
FREE
Receive information about managed accounts, news, IMAP events, regulatory issues, updates and publication
Our sponsors
