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.
Upcoming events
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
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 excellenceThe 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
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
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
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
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
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
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
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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Education and eventsBuild 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 ListingsThe 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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