SMA Facilitation (Advisory)
Facilitation of mortgage discretionary investment management.
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SMA Facilitation (Advisory)
HomeLend provides the infrastructure and complete bundle of services required to set up and operate a discretionary mortgage investment management account.
- Set up of SMA or other desired legal entity
- Alignment of an advisor from the HomeLend network of advisors
- All purchases and secondary trades executed on the HomeLend platform
- Reporting and analytics
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