A Managed Discretionary Account is a service where a portfolio of investments is maintained for you, and you authorise an investment manager to make decisions about that portfolio on your behalf. In this way, you delegate the day to day decision making about your investment portfolio.
Management and discretionary accounts
Managed Discretionary Accounts are regulated by the Australian Securities & Investments Commission (ASIC) and the provision of Managed Discretionary Account services must meet certain conditions of the Corporations Act 2001 and the Australian Securities & Investments Commission (ASIC). Managed Discretionary Accounts are managed by a Managed Account Operator that must hold an Australian Financial Services License authorising them to provide Managed Discretionary Account services.
What we have to offer
Politis Investment Strategies is a holder of an Australian Financial Services License which authorises the operation and provision of Managed Discretionary Account services. Investing in a Politis Investment Strategies Managed Discretionary Account allows you to gain access to professional investment management. The Investment Committee at Politis Investment Strategies is responsible for managing model portfolios in accordance with key investment objectives.
The Politis Investment Strategies Managed Accounts allow a portfolio to be constructed in accordance with your own personal objectives, risk tolerance and asset preferences. email@example.com
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La Vara Financial Planning does not provide any other services other than those services authorised under the agreements connected with Politis Investment Strategies Pty Ltd. All Accounting Services are offered through Autumn Leaves Accountancy (http://www.autumnleavesaccountancy.com.au/) and all Financial Planning services are offered through La Vara (http://www.lvfp.com.au/) Financial Planning. The information contained in this website is of a general nature only and has been prepared without taking into account your particular financial needs, circumstances and objectives. While every effort has been made to ensure the accuracy of the information, it is not guaranteed. You should obtain professional advice before acting on the information contained in this publication. You should also obtain and read a copy of the Product Disclosure Statement before making any decision to acquire a financial product. Vladimir Varas of La Vara Financial Planning, ABN 30 608 886 728, Authorised Representative of Politis Investment Strategies Pty Ltd, ABN 71 106 823 241, AFSL 253125.