CP 200 Managed discretionary accounts - Updates to RG 179
Released 8 March 2013. Comments closed 19 April 2013.
This consultation paper sets out our proposed changes to our regulatory approach to managed discretionary accounts (MDAs), as contained in Regulatory Guide 179 Managed discretionary account services (RG 179) and Class Order [CO 04/194] Managed discretionary accounts.
We seek feedback on our proposals from MDA operators, investor-directed portfolio service (IDPS) operators, Australian financial services (AFS) licensees that provide financial product advice, stockbrokers, industry associations, MDA service providers, consumer and investor representatives, and other interested parties.