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IMAP is the Industry Association for advisers and organisations actively involved in offering or supporting Managed Accounts. As the only industry association for Managed Accounts, IMAP provides access to the latest developments in the industry; education and training and access to industry professionals at all levels

IMAP is the voice of the industry and represents its interests to regulators such as ASIC.  Join IMAP today and become an active member of the Managed Accounts community.

IMAP provides a networking opportunity for advisers and dealer groups interested in making Managed Accounts a key part of their practice; mix with the managers, platform and other service providers.

Build your knowledge and learn from experienced Managed Account professionals.

Some IMAP events have been accredited by the FPA and CPD points are available.

The IMAP Managed Accounts directory is the only consolidated list of all MDA Operators, investment managers, service providers, technology companies and licensees involved in offering Managed Accounts

Now, more than ever, there is a role for an active Managed Accounts voice and IMAP fills that role.

 

Latest News

Perspectives

12 June 2017

Welcome to Managed Account Perspectives – IMAP’s quarterly publication for managed account professionals. ...

IMAP Webinar on Manager Due Dilligence featuring Chris Addy, Castle Hall

10 May 2017

Manager Due Dilligence - making sure the next van Eyk Blueprint isn’t in...

MDA Providers Forum launch

18 April 2017

MDA Providers Forum inaugural meeting Click here (images/slides/IMAP_MDA_Providers_Forum_April_11_v2.pdf) for a copy of the presentation Contact Toby Potter,...

Substantial growth reported in latest FUM Census

23 March 2017

Press Release The Institute of Managed Account Professionals Ltd (IMAP) has released the latest data...

IMAP announces MDA Providers forum

21 February 2017

Press Release “A community of interest that needs to be represented” The Institute of Managed Account Professionals...

IMAP announces new FUM census

21 January 2017

Press Release IMAP announces new Managed Account FUM Census- 23 Janury 2017 “Good information is the basis...

IMAP IOOF webinar - Using Bonds through a separately managed account

22 November 2016

If you missed the Webinar on Using Bonds through a separately managed account sponsored by...

Climate change in the managed accounts biosphere

10 November 2016

Toby Potter Chair of IMAP today wrote an article in the current edition of Financial...

IMAP Renews Advisory Board – November 2016

10 November 2016

Press Release IMAP Renews Advisory Board – November 2016 7 November 2016 The Institute of Managed Account Professionals...

IMAP ASIC MDA Class order Briefing

09 November 2016

ASIC MDA Class Order briefing webinar and Video conference Click here (https://youtu.be/wdRGTnQ0_OQ) for a...

IMAP Investment Committee webinar

13 October 2016

ASIC Investment committee webinar Click here (images/5_October_2016_webinar.pdf) for a copy of the recent webinar...

IMAP welcomes ASIC’s release of updated MDA Regulation

01 October 2016

The institute of Managed Account Professionals (IMAP) has welcomed the release by ASIC of a...

IMAP Managed Account FUM survey

13 September 2016

The Institute of Managed Account Professionals (IMAP) today released the 2016 version of the Managed...

Managed Accounts - Important Update for MDA Operators

29 March 2016

MDA services are operated under a specific Class Order (CO 04/194) originally issued in 2004....

IMAP Onevue webinar featuring Darlene DeRemer

29 February 2016

Robo advice + Disruption + block chain strategies and other disruption trends US...

IMAP launches the Managed Accounts Directory

01 December 2015

The Institute of Managed Account Professionals (IMAP) today announced the launch of the Managed Accounts...

IMAP Managed Account Solutions Handbook

26 November 2015

Download IMAPs Managed Account Solutions for advisers and their practices . For a...

IMAP IOOF Adviser webinar - MDAs v MIS webinar

08 September 2015

Click here (https://www.youtube.com/channel/UCsJYcnt-o-FiIhXslEW6K9Q) to hear Claire Wivell Plater from The Fold present on the differences...

IMAP announces Managed Accounts now exceed $13Bn

10 April 2015

IMAP recenty surveyed the principal managed account providers to collate data on their service including...

Less Jargon - Demystifying Managed Accounts

01 April 2015

Professional Planner magazine quotes Tony McDonald as saying many Advisers been put off even considering...

Managed Accounts Directory on the Horizon

23 February 2015

Catch what Toby has to say about the launch of IMAPs Managed Account Directory in...

A buyers guide to Managed Accounts

28 January 2015

Toby Potter explains a buyers guide to Managed Accounts in the January 27 edition of...

Netwealth's Matt Heine steps into top job

03 December 2014

Article in Investor Daily confirms that Matt Heine has been promoted to Joint Managing...

IMAP Chairman presents at FPA Congress

25 November 2014

Toby Potter presented at FPA Congress 2014 in Adelaide last week. Below are links to press...

netwealth bolsters managed accounts offering

12 November 2014

Read the recent article in Financial Observer regarding netwealth and its new fully integrated managed...

IMAP coordinates managed account providers to sponsor Managed Accounts Central at 2014 FPA Congress

07 November 2014

Press Release 07 November 2014 Advisers can learn about competing managed account models at one...

OneVue partners with Spring Financial Group

14 October 2014

OneVue is set to expand its SMSF footprint with the first of several new private...

OneVue and IMAP educate on managed accounts

02 October 2014

OneVue will play a lead role in industry education on the rapidly growing managed accounts...

Philo produces White Paper on Managed Accounts

02 October 2014

Philo Capital Advisers has released the first instalment of a 3 part white paper that...

The story behind the evolution of managed accounts

28 August 2014

Chairman of IMAP Toby Potter spoke to Greg Bright of IO C about the journey...

OneVue to acquire Select Asset Management and Select Investment Partners

28 August 2014

Key highlights: • Select Group established in 2002; recorded total revenue in FY2014 of $7.1m and...

SMSFs boost investment platforms

28 August 2014

Self managed super fund (SMSF) clients are rapidly turning to specialist admin providers, new figures...

OneVue’s mFund capabilities expand Allan Gray distribution

15 August 2014

OneVue mFund Settlement Service capabilities will be leveraged by a fund services client for the...

ASIC ruling will promote development of Managed Accounts - says IMAP

12 August 2014

12 August 2014 IMAP believes ASIC ruling will promote development of Managed Accounts. Will substantially reduce the...

BetaShares Announces Strategic Alliance with Leading US ETF Provider Wisdom Tree

12 August 2014

BetaShares to exclusively market the full range of WisdomTree US ETFs in Australia and New...

Award-Winning Licensee Joins Managed Account Movement

08 July 2014

Melbourne-based advisory firm Moran Howlett Financial Planning has become the latest boutique to launch a...

OneVue purchases award-winning SMSF business

20 May 2014

Wholesale superannuation solutions provider OneVue has purchased the award-winning SMSF administration business formerly owned by...

OneVue rebrands, defines vision for 2014

12 May 2014

OneVue has defined its vision for 2014 and beyond while undergoing a rebranding exercise and...

Managed Discretionary Accounts: update to RG 179

06 May 2014

Summary of IMAP’s Recommendations MDA Authorisations: IMAP believes that the MDA authorisations recognise functions actually performed...

Perpetual and Thorney buy into OneVue

22 November 2013

Investment platform and fund services provider OneVue has announced the completion of the first $6.75...

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About IMAP

The Institute of Managed Account Professionals (IMAP) was formed to act as the nexus in this increasingly important industry. Our aim is to bring together advisers, managers, platforms and other managed account service providers to help build a better industry.

 

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0414 443 236
PO Box 4147
Balgowlah Heights NSW 2093
Australia