MLC reduces SOA burdenBY MICHAEL HOBBS | TUESDAY, 30 OCT 2007 1:26PMIt's not quite wafer thin but MLC has reduced its Statement of Advice (SoA) templates by more than two-thirds shortly after the introduction of the 'Incorporation by Reference' legislation. |
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Munro completes GSFM acquisition
|Munro Partners has completed its acquisition of GSFM Funds Management, consolidating its Australian distribution and funds management operations as it enters a new phase of its partnership with Canadian investment manager CI Global Asset Management (CI GAM).
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|Perpetual Corporate Trust has selected a service provider to provide independent reconciliation and oversight of over-the-counter derivative reporting across funds for which it acts as trustee and responsible entity.
ASIC issues serious and final warning on lead generation
|Financial advice licensees risk losing their licence if they fail to adequately oversee lead generation arrangements, the financial regulator has warned.
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|Drummond Capital Partners has expanded its national team with two senior appointments, following the launch of its tailored investment solutions last year.
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