IAM Income MDA
The IAM Income MDA is a Managed Discretionary Account giving wholesale investors direct ownership of a portfolio of investment-grade bonds and syndicated term loans – overseen by an expert Investment Committee.
Onboarding
View Master Custody Agreement
IAM Master Custody Agreement
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IAM MDA Client Agreement
View Application Form
IAM MDA Application Form
To invest in the Managed Discretionary Account:
Already an IAM client:
- Sign Section 14 of the Application Form
New to IAM:
- Complete and sign the MDA Client Agreement
- Open an Account with IAM
Send completed documents to IAM at GPO Box 6, Brisbane QLD 4001, or scan and email to [email protected]