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Specialised Solutions

Investment Advisory (SMA)

Separately Managed Accounts provide tailored portfolio management for eligible clients with specific investment requirements.

At a glance

Separately Managed Accounts provide tailored portfolio management for eligible clients with specific investment requirements.

1

Clear product and service context

Use this checkpoint to understand the service, then verify live requirements and official documents before acting.

2

Current official-source handoff

Use this checkpoint to understand the service, then verify live requirements and official documents before acting.

3

Connected investor-support routes

Use this checkpoint to understand the service, then verify live requirements and official documents before acting.

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