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Can I make changes to my MeManaged account investment strategy?

Yes, if your goals or circumstances change you can rebalance your portfolio and be assigned a new investment profile. You can opt to rebalance your portfolio at any time, subject to a 24-hour cooling off period. To complete the process, you will need to once again answer the questionnaire given before opening an account. This will ensure that your new investment profile accurately fits your changed objectives. Following this, a new MeManaged Discretionary Portfolio Management Service Agreement will need to be signed.  All MeManaged clients will be asked to undergo a portfolio rebalancing exercise every five years to check that the investment strategy still matches the customer’s goals.


We strive to ensure a streamlined account opening process, via a structured and clear set of requirements and personalised assistance during the initial communication stages. If you are interested in opening a corporate account with MeDirect, please complete an Account Opening Information Questionnaire and send it to corporate@medirect.com.mt.

For a comprehensive list of documentation required to open a corporate account please contact us by email at corporate@medirect.com.mt or by phone on (+356) 2557 4444.