Search Results | Showing 1 - 10 of 158 results for "Fee disclosure" |
| | ... reforms will streamline ongoing fee renewal and consent requirements, including removing the requirement to provide a fee disclosure statement. This was under Recommendation 8 from the QAR. Under Recommendation 10, personal advice providers should have ... |
| | | ... Advice Association of Australia (FAAA) expressed concerns about Treasury's proposal to abolish fee consent forms and Fee Disclosure Statements (FDS) in its response to the first round of reforms. Currently, advisers must produce an annual Fee Disclosure ... |
| | | ... to invite more than 800 clients to annual review meetings when they were entitled to attend; failed to provide fee disclosure statements to more than 500 clients; issued over 3000 non-compliant fee disclosure statements to more than 2000 clients; and ... |
| | | ... to invite more than 800 clients to annual review meetings when they were entitled to attend; failed to provide fee disclosure statements to more than 500 clients; issued over 3000 non-compliant fee disclosure statements to more than 2000 clients; and ... |
| | | ... tranche of draft legislation - which included flexibility around the provision of Financial Services Guides and Fee Disclosure Statements - was simply "what we could get out the door as quickly as possible." He also added that policy confirmation and ... |
| | | ... the streamline of ongoing fee renewal and consent requirements, including removing the requirement to provide a fee disclosure statement (Recommendation 8) and flexibility on delivering a Financial Services Guide (FSG) (Recommendation 10). The legislation ... |
| | | ... Islamic requirements and the regulatory requirements are generally complimentary of one another, especially around fee disclosure, transparency, and working in the client's best interest," he said. Hejaz is aiming to attract over 3500 members, managing ... |
| | | ... unnecessary because they know how much they've been charged. But the fact that they are getting rid of the Fee Disclosure Statements is certainly a step in the right direction," he said. Kristine Pham, private wealth adviser at Lipman Burgon & Partners ... |
| | | ... said. The removal of several layers of red tape for advisers was lauded by the advice industry. The removal of Fee Disclosure Statements, rationalisation of fee consent, eradicating the Best Interests Duty Safe Harbour steps, were quick wins for the ... |
| | | ... Ongoing fee renewal and consent requirements will be streamlined into a single form, and the requirement to provide a fee disclosure statement will be removed, as per Recommendation 8. Statements of Advice (SoAs) will be replaced with an advice record ... |
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