NATIONAL WEALTH MANAGER DISTRIBUTION NETWORK
The heads of Product Advice/Solutions and Compliance are at the helm when it comes to sourcing new product solutions for wealth manager’s and their clients. Our offering is built to provide these key role players with a single due diligence access point, to gain the necessary comfort around:
- Initial and ongoing compliance mechanisms specific to the Section 12J industry.
- Calibre and track record of the service level offering MeTTa Capital provides.
- The independent and thorough processes in the composition and weighting of the portfolio offering that wealth manager’s will be providing to their clients.
Movable Asset Rental
We know investing is all about transparency and trust and that is why MeTTa Capital provides a market-leading reporting service to your Wealth Managers and their clients. By leveraging this service offering, your Wealth Managers will be able to:
- Report accurately the performance of their client’s investment.
- Have peace of mind that an experienced Board is monitoring compliance specific to Section 12J legislation.
- Have more time to continue building and servicing your client base.