Managed Accounts Handbook 2018 Edition

Find our more about managed accounts by reading IMAP's Managed Accounts Handbook publication

 

This free publication can be downloaded from IMAP's website in PDF format from this link. (size 1.88 MB)

 

The Handbook covers many areas including:

  • Descriptions of the types of Managed Accounts
     
  • How do Managed Accounts work for both Advisers and Clients?
     
  • Are Managed Account Practices better businesses ?
     
  • An Adviser case study – STANFORD BROWN  - the Licensee Managed Account Awards Winner 2018
     
  • Setting Fees and Charges for a Managed Account service offering

 

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