Step 4: Choose your model and service providers

  • Have you identified your chosen platform administrator partner and service provider?
  • Have you chosen your preferred managed portfolio structure – SMA, MDA, off-the-shelf or tailored etc?
  • Have you selected your portfolio asset manager partner/s aligned to your investment philosophy and beliefs?
  • Have you determined providers of transition support – platform administrator, external providers or business coach, and internal support staff?
  • Have you engaged with your platform TRM service provider?