Wealth Axis Wizards - MDA: MDA Asset Allocation Bands
MDA Asset Allocation Bands Overview
You are able to set your Practice’s default MDA Asset Allocation Bands for each Risk Profile for disclosure in your clients’ MDA Contracts (based on their Risk Profile captured at Advice Process > Risk Profile).
If required, you can set the alternative MDA Asset Allocation Bands to be applied specifically to a client’s MDA Portfolio Account via their MDA Register. To find out how, in the Zendesk go to MDA > MDA Register.
MDA Asset Allocation Bands
To set your Practice’s default MDA Asset Allocation Bands for each Risk Profile:
- Go to XPLAN > User Functions > Administer Groups:
- Select your Practice’s name from the search results (by clicking on the hyperlink):
- Go to Group Menu > MDA Asset Allocation Bands:
- Click Edit.
- In the Defensive panel, enter your Practice’s Lower Limit and Upper Limit for each Asset Allocation Band:
- Repeat Step 5 for the remaining Risk Profiles, as required.
- Click Save.
- Your Practice’s default MDA Asset Allocation Bands for each Risk Profile will be displayed. If further changes are required, follow Steps 4 to 7 above.
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