BT Academy Product strategies Managed Accounts strategies BT Academy Product strategies Managed Accounts strategies LMDA expiring 30 September 2018 – Are you ready? Find out what are the regulatory changes coming into effect for limited MDA’s later this year and what options you may wish to consider. Watch now Next: Making the move into a managed account solution Take the next step Call us: 1300 783 143 Request a callback Subscribe to BT Academy Continue reading Two men speaking BT managed accounts Webinar 1: Benefits for practices, licensees and clients BT managed accounts Webinar 1: Benefits for practices, licensees and clients Man sitting in stairwell Making the move to managed accounts James Williamson, Millhaven Financial Services, shares his experiences of using managed accounts for his clients' investment portfolios. Lady working on laptop at home Licensing and your options: changes to limited MDA requirements There are new licensing requirements for advisers using limited managed discretionary accounts from 1 October 2018. Find out the options.