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FPA Congress 2014 PPT presentation
Link below is to the slides for the presentation given at the FPA Congress 2014 by Toby Potter Chairman of IMAP and John McIlroy CEO of Crystal Wealth. images/pdfs/FPA_Presentation_2014.pdf
- Type: Article
- Author: Super User
- Category: Industry Information
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IMAP coordinates managed account providers to sponsor Managed Accounts Central at 2014 FPA Congress
Press Release 07 November 2014 Advisers can learn about competing managed account models at one location IMAP, Institute of Managed Account Professionals, has assembled some of the industry’s leading managed account providers to sponsor Managed...
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- Author: Super User
- Category: News
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OneVue and IMAP educate on managed accounts
today announced it has renewed its sponsorship of the industry’s peak body, the Institute of Managed Account Professionals (IMAP). OneVue head of platform strategy, sales and service David Storm said: “It’s important for us to work with groups such as...
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- Author: Super User
- Category: News
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The story behind the evolution of managed accounts
Chairman of IMAP Toby Potter spoke to Greg Bright of IO&C about the journey managed accounts have taken and their likely future.... click on link to read article at their website. http://ioandc.com/the-story-behind-the-evolution-of-managed-accounts/
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- Author: Super User
- Category: News
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ASIC ruling will promote development of Managed Accounts - says IMAP
12 August 2014 IMAP believes ASIC ruling will promote development of Managed Accounts. Will substantially reduce the compliance burden for advisers re MDAs. The Institute of Managed Account Professionals (IMAP) has welcomed ASIC clarifying its...
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- Author: Super User
- Category: News
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Notes from Real Advisers, Real Clients, Real World Solutions to Real World Problems Master Class
Master Class made available on the site. Below are links to a selection of the presentations: Why Managed Accounts? Why Now? IMAP - Toby Potter ETFs and their role in Managed Account portfolios BetaShares - Vinnie Wadhera Evolution of a Managed...
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- Author: Super User
- Category: Industry Information
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Limitation of liability. Information provided by IMAP, its directors, staff, consultants and other sponsors, subscribers or contributors (IMAP contributors) is not intended to be legal or financial advice and IMAP contributors accept no liability and...
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- Author: Super User
- Category: IMAP
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Statement of Privacy Policy Institute of Managed Account Professionals Limited (IMAP) ABN 57 125 794 274 November 2025 IMAP is committed to protecting the privacy of your personal information. This policy sets out the way we handle your personal...
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- Author: Super User
- Category: IMAP
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By applying to become an Subscriber to the Institute of Managed Account Professionals Limited ABN 57 125 794 274 (“IMAP”), by signing and returning this page or by completing the online subscription application together with payment of the subscription...
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- Author: Super User
- Category: IMAP
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Welcome back to the Subscriber area of the IMAP website. We are progressively adding new content to the Industry Information component of the Subscriber area that we hope will interest to you as Managed Account practitioners. If there are particular...
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- Author: Super User
- Category: IMAP
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The role of IMAP Institute of Managed Account Professionals (IMAP) is the only industry organisation for advisers, managers, providers and other businesses actively involved in offering or supporting Managed Accounts. Our goals are to assist managed...
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- Author: Super User
- Category: IMAP
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Managed Discretionary Accounts: update to RG 179
Summary of IMAP’s Recommendations MDA Authorisations: IMAP believes that the MDA authorisations recognise functions actually performed by the MDA Operator including the creation of an AFSL condition for MDA operators which permits them to operate the...
- Type: Article
- Author: Super User
- Category: News
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Managed Discretionary Accounts: update to RG 179
Summary of IMAP’s Recommendations Summary of IMAP’s Recommendations MDA Authorisations: IMAP believes that the MDA authorisations recognise functions actually performed by the MDA Operator including the creation of an AFSL condition for MDA operators...
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Managed Discretionary Accounts: update to RG 179
Summary of IMAP’s Recommendations Summary of IMAP’s Recommendations MDA Authorisations: IMAP believes that the MDA authorisations recognise functions actually performed by the MDA Operator including the creation of an AFSL condition for MDA operators...
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New Home Find out more about IMAP's services
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- Author: Super User
- Category: IMAP
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efficiencies as well as the revenue certainty that this type of service offers. Any enquiries to Toby Potter Chairman IMAP
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efficiencies as well as the revenue certainty that this type of service offers. Any enquiries to Toby Potter Chairman IMAP
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- Author: Super User
- Category: News
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New retail opportunity for custodians
for one of them [custodians] to step up,” chairman of MDA representative body, the Institute of Managed Account Providers (IMAP), Toby Potter, said. This is because one of the main proposed changes to the Australian Securities and Investments...
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New retail opportunity for custodians
for one of them [custodians] to step up,” chairman of MDA representative body, the Institute of Managed Account Providers (IMAP), Toby Potter, said. This is because one of the main proposed changes to the Australian Securities and Investments...
- Type: Article
- Category: Archive 2014
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