You will not be asked for any personal details unless you want to open an account. However, you need to click confirm before proceeding to the portfolio tool to acknowledge that:
- You understand Managed Direct is a non-advised service and that neither Sheppard Financial Services or Intelligent Money have provided or charged you for advice and that you have not sought or received advice.
- Should you decide to proceed with your application, you acknowledge that and confirm that you agree to Sheppard Financial Services’s 0.50 % annual support fee
