Robust Due Diligence for SIV/IV Compliance
Compliance with the SIV/IV program is our utmost priority. Morgan Stanley heavily invests in our people and systems to ensure that a robust framework is in place to safeguard compliance. Further, we conduct a comprehensive due diligence process before approving third-party managers for inclusion on the SIV and IV Approved Product List.
An Experienced Team
Morgan Stanley has an experienced, multilingual team of Financial Advisers across the major Australian capital cities thatcan help you with your SIV/IV requirements. Our dedication and experience working with Chinese investors in particular have enabled us to develop a deep understanding of the specific needs and aspirations of these clients.
Morgan Stanley is a leading provider of complying investment solutions and uses an open architecture for the selection of SIV/IV complying investments. This means we work with you to select from what we consider to be the best products from a number of reputable fund managers within the SIV and IV program requirements. We have a robust risk framework to help ensure you are invested in appropriate assets, without sacrificing performance.
Transparent Advisory Fees
Morgan Stanley is committed to fee structures that are simple, transparent and competitive.
For your SIV or IV portfolio, we charge an advisory fee on top of the competitive wholesale fee charged by the fund manager. This advisory fee provides you with access to Morgan Stanley’s offering of market-leading products, selection of high-quality fund managers, continuous monitoring of compliance and our asset allocation views.
As a global wealth manager, Morgan Stanley can provide you with a bespoke holistic wealth management solution, beyond managing your SIV/IV investments. Our Financial Advisers work closely with our research teams to provide clients with access to a remarkable range of assets and insights. From global asset allocation to investment selection, we offer a range of investment solutions through multi-currency, multi-asset class, private equity, initial public offerings (IPO) and pre-IPO opportunities.
Morgan Stanley can offer you a ‘one-stop-shop’ service by introducing you to a network of trusted external professional service providers, who can help you with a smooth transition to Australia. These external service providers offer advice in real estate, immigration, legal, education and tax.