Search Results | Showing 1 - 10 of 67 results for "IDPS" |
| | ... completed the migration of over 1300 assets, thousands of transactions, tax parcel data and unit pricing across the group's IDPS, super wrap, and funds management offering, it said. Fiducian has some $13.1 billion in funds under management, administration ... |
| | | Centrepoint Alliance is working to launch a new, "competitively priced" IDPS and superannuation platform, a strategic initiative outlined as it posts $140.5 million in gross revenues for 1H24 and $4.9 million in profits. Centrepoint said it has partnered ... |
| | | ... continued highlighting Praemium's strategic measures, including the development of its Investor Directed Portfolio Services (IDPS) set for a 2024 launch, and operational transformation review that's expected to yield cost savings. Praemium expects ... |
| | | ... only be available to those who satisfy the definition of a wholesale investor or who access the funds through a platform or IDPS. Existing direct investors will be able to continue making additional investments in the funds, however no applications for ... |
| | | ASIC is seeking feedback from the investment management sector as it reviews investor directed portfolio services (IDPS) and IDPS-like schemes, with a focus on remaking sunsetting class orders. ASIC has released Consultation Paper 369 (CP369) Remaking ... |
| | | ... those who do not. Other sub-sectors would be combined in the super trustees, responsible entities, wholesale trustees and IDPS sub-sectors, market infrastructure and intermediaries sector, and credit providers and intermediaries sub-sector as well. The ... |
| | | ... make up 52% of the managed accounts market, as at 2021 end. Managed discretionary accounts make up 40% of FUA while other IDPS wrap investment schemes hold 8%. "SMAs are taking over from MDAs because they are easier for financial advisers to offer to ... |
| | | ... has made its New World Fund available on the ASX. The Nanuk New World Fund is also now available via direct application and IDPS platforms as an active exchange traded managed fund. Its ASX ticker code is NNUK. Citi has been appointed responsible entity ... |
| | | ... changes includes making relief in instruments that relate to shorter PDSs and PDS obligations for superannuation trustees, IDPS operators and responsible entities of IDPS-like schemes into one new instrument. Stakeholders from superannuation trustees ... |
| | | ... administration. The migration promises new features such as better online advice-fee renewals, company account structures for IDPS accounts, an adviser activity dashboard, at-limit trades, and the use of DocuSign for non-binding and binding non-lapsing ... |
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