Managed Discretionary Accounts (MDA)
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What is a MDA?
The Managed Discretionary Account or MDA is a unique & licensed financial service offered by CDM Pacific and Learn To Trade to provide a discretionary trading facility for investors. In short, managing an investment portfolio is a time consuming task and successful investment management requires constant attention and accurate up to date information in order to make informed decisions. You, our client simply open your own account with GFT, our market maker, and then assign Power of Attorney to Learn To Trade. Learn To Trade will place and control all the trades for you but only you have access to your capital invested.
Although not a new product, Managed Discretionary Accounts (MDAs) are fast becoming the choice of many investors worldwide. In many ways traditional Managed Funds have not changed to meet the needs of today’s avid and astute investor. We are witnessing a steady demand for greater disclosure and an instinctive mistrust of secret or hidden processes.
Prudent investors now demand (and rightly so) consistent results, total accountability, transparency and flexibility from managed funds and all other related investments. The days of mailing a yearly statement with multiple fees, non-disclosure of instruments traded and continual payments to Fund Managers irrespective of performance are certainly a thing of the past. With the account you opened with GFT you can view it and the activity on the account at any time.
You do not have to look very far to find many sources across the globe advocating the use of Managed Discretionary Accounts due to the very flexible nature of these products.
Have a look at some of the important and unique features associated with a CDM Pacific/Learn To Trade MDA:
- Performance based – if you don’t profit, we don’t get paid. Apart from a small annual administration charge we only charge you fees on profits made during each quarter.
- No pooling of client funds – all funds are held in your own account.
- No entry or exit fees - it costs you nothing in fees to start your new managed account.
- No minimum time frame - like all investments however we do suggest a period of time to ascertain true viability.
- Profit realisation flexibility – Your funds are available at call with no withdrawal fees.
- You have the ability to view your account and see its performance 24hours per day.
Direct access to your Investment Manager - try that with a Managed Fund!
At CDM Pacific/Learn To Trade, we provide professional investment management on a Managed Discretionary Account (MDA) basis covering currency markets. Our investment objective is to simply generate a monthly return on your investment at a rate considerably higher than prevailing bank interest rate or bond rates while preserving your capital base.
As part of our management process we employ a disciplined, systematic approach using our G1 and MD strategies to ensure an unbiased trading investment. Nearly all of our strategies have a directional bias however they still have the potential to profit in an opposing or non-directional market. So as you can see there is total accountability on our performance and total flexibility for you, our client. Why should it be any other way?
If you would like someone from Learn To Trade to contact you and explain how our MDA works or a copy of the contract please fill out the form below.
