IMAP (The 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.
Free IMAP Webinar: Have Managed Accounts made a Difference Through these Times?
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IMAP InvestTech 10 September 2020
15
July
2020

Free Webinar - Have Managed Accounts made a Difference Through these Times?

During periods of market turmoil clients want reassurance about how their portfolios are tracking. Jono Bayes of May Road Portfolios will moderate presentations by Piers Bolger of Viridian Advisory (Winner of the IMAP Managed Award - Licensee Category 2019) and Chamath De Silva (Portfolio Manager, BetaShares).

They will discuss;
- How the Managed Account client experience compares with the adviser implemented experience
- What feedback there has been from clients
- A framework to consider when seeking to undertake dynamic asset allocation to generate alpha or manage downside risk

FASEA CPD Accredited
27
AUG
20

IMAP Managed Account Awards 2020

Important. Submissions Close Friday 26 June 2020 - Don't miss out on your organisation's chance to be recognised for excellence

The IMAP Managed Account Awards are designed to recognise and reward best practice in the development of Managed Account programs.

The entry process involves completing our submissions spreadsheet and online form.

The Awards cocktail event will be on 27 August 2020 at the Marriott hotel in Sydney
10
SEPT
2020

IMAP InvestTech 2020 - Sydney

Save this date - on 10th Sept 2020 IMAP's InvestTech conference again brings a focus on the latest developments in the technology pillar of managed accounts.

Plus how to apply this technology to deliver improved service to financial advisers for the benefit of their clients.

Registrations will be opening soon for conference attendees

If you wish to participate in InvestTech as a technology or service provider, please contact
Jane McIlroy - IMAP Events Director
E: jane.mcilroy@imap.asn.au
P: 0411 420 180
FASEA announces one-off CPD relief for advisers
on 29 June 2020

FASEA announces one-off CPD relief for advisers

- Perspectives - Winter 2020

Financial advisers will be granted an additional three months to meet their required 40 hour CPD requirement. The decision to provide relief for advisers with their CPD requirements was made...

Advice in a volatile market
on 22 June 2020

Advice in a volatile market

- Perspectives - Winter 2020

CEO Angus Mason talks with Anne Hamieh of Xplore Wealth about how Cashel Family Office is using managed accounts and technology to better manage market volatility.

Judge provides IMAP Awards insights
on 11 June 2020

Judge provides IMAP Awards insights

- Perspectives - Winter 2020

With the deadline for submissions for this year’s IMAP Managed Account Awards closing on 26 June 2020, one of this year’s judges has provided some valuable insights into the overall...

My Perspective - The small things count
on 11 June 2020

My Perspective - The small things count

- Perspectives - Winter 2020

What we are all going through with COVID-19 is no small thing. However, as Guy Vicars writes, it’s the small things you do, for yourself and for others, that will...

IMAP calls for FASEA Standard 3 review
on 26 May 2020

IMAP calls for FASEA Standard 3 review

Perspectives - Autumn 2020

The IMAP Regulatory Group, chaired by Jenny Mulders of QRC Consulting, has written to FASEA CEO, Stephen Glenfield, outlining existing structural problems with the FASEA Code of Ethics, and calling...

Get your Entries in by 26 June IMAP Managed Account Awards 2020
on 25 May 2020

Get your Entries in by 26 June IMAP Managed Account Awards 2020

Perspectives - Autumn 2020

The annual IMAP awards are designed to recognise and reward best practice in the development of managed account portfolios. IMAP encourages organisations to enter by 26 June 2020 in 3...

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.
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Networking opportunities

Networking opportunities for advisers and dealer groups interested in making Managed Accounts a key part of their practice

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Education and events

Build your knowledge and learn from experienced Managed Account professional including events that have been accredited by the FPA and CPD.

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IMAP Directory Listings

The 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.

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Contact us

Email
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  Address
Suite 404, Level 4, 165-167 Phillip Street, Sydney NSW 2000