RG 179

Managed discretionary accounts

Reissued 29 September 2016. This guide sets out how we will regulate managed discretionary account (MDA) services provided to retail clients under the Corporations Act 2001.

Source: https://www.asic.gov.au/regulatory-resources/find-a-document/regulatory-guides/rg-179-managed-discretionary-accounts/. Rules Mate indexes + summarises; always verify against the regulator's live publication.