Search Results | Showing 81 - 90 of 158 results for "Fee disclosure" |
| | ... financial product or commissions are considered conflicted remuneration. From today, advisers do not need to send Fee Disclosure Statements (FDS) to clients prior to July 1, 2013, and resolves the issue of grandfathering. Read all Financial Standard ... |
| | | ... Fox also welcomed the government's support to a longtime AFA request of extending the notice period to provide Fee Disclosure Statements (FDS)'s increased from 30 days to 60 days. Read all Financial Standard coverage of the FoFA legislation here |
| | | ... interest duty, the provisions regarding investor access to scaled advice and the removal of the requirement for fee disclosure statements (FDS) to be sent to pre-July 1, 2013, clients. Changes through amendments to the Corporations Act and not through ... |
| | | CFA Societies in Australia and New Zealand have launched an initiative to encourage investors to assert their rights and demand higher standards of ethical conduct from the financial services industry and finance professionals. Investor First Week in ... |
| | | ... FoFA: advisers' best interest duty and the 'catch-all' phrase, the opt-in requirements, the obligation to provide fee disclosure statements and the separation of general and personal advice. The Financial Services Council (FSC) asked the Senate Economics ... |
| | | ... for market share at 19.7%. Asgard ranked top three in Investment Trends' survey and ranked number one for Best Fee Disclosure Statement and Best Platform Integration Functionality. The company also said it is on track to deliver its Panorama platform ... |
| | | ... developing usability, adviser support, reporting, direct shares and corporate actions functionality, as well as building fee disclosure statement (FDS) tools from scratch. CFS FirstWrap topped the ranking of full-function platforms by overall functionality ... |
| | | ... the statement of advice and the account snapshot, a list of transaction, investment performance information, the fee disclosure statement and the client's details. The new enhancements also include the ability to bulk trade client shares, to view outstanding ... |
| | | ... The bill also introduced the removal of the opt-in requirement, the removal of the retrospective application of fee disclosure statements and the removal of the "catch all" definition of the advisers' best interest duty under section 961B(1) of the Corporations ... |
| | | ... government's stated objectives for making the changes. Whiteley said the advice suggests the proposed changes on 'opt in,' fee disclosure and best interests would not be valid if enacted by regulation. "In light of this, industry super funds would suggest ... |
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