Resources
Resources - Client
- Aviva Investors Direct SMA Product Disclosure Statement
- Summary card
- What is an SMA?
- Practical client scenarios
- How to use guide - Client version
- Tax Statement Guide
Resources - Adviser
- Aviva Investors Direct SMA Product Disclosure Statement
- Summary card
- What is an SMA?
- Client example
- How to use guide - Adviser version
- Statement of advice template
- Tax Statement Guide
SMA Administration Reviews
Core Opportunities Model Portfolio
- Fund profile
- Quarterly report
- Sample quarterly reporting
- Product brochure
- S&P research report
- Lonsec research report
Divident Builder Model Portfolio
- Fund profile
- Quarterly report
- Sample quarterly reporting
- Product brochure
- S&P research report
- Lonsec research report