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Benefits of using Separately Managed Accounts (SMAs) Grouping
Come along and discover how you can benefit by using the Group SMA feature to help with advice production and disclosure of investment fees and costs at SMA level via Digital Advice.

It is recommended that you have a fundamental understanding of the Digital Advice module before attending this session. Watch the Digital Advice Overview and Settings session via our eLearning site.

Duration: 45 min

View our Privacy Policy here: https://www.morningstar.com/en-au/company/privacy-policy

Jul 5, 2022 11:00 AM in Canberra, Melbourne, Sydney

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