NAB adviser puts beneficiaries at riskBY JAMIE WILLIAMSON | MONDAY, 29 MAY 2017 12:50PMNAB Financial Planning is undertaking a review after one of its advisers failed to correctly witness the signing of client Beneficiary Nomination Forms on more than one occasion. Related News |
Editor's Choice
Fidelity to roll out more active ETFs
|The fund manager is looking to significantly boost its local lineup of active ETFs.
Prime Super finds new chief executive
|Prime Super has appointed former Zurich chief of business transformation Raeline Seales as its new chief executive.
Performance test needs better metrics, durability
|The superannuation performance test has several shortcomings that must be addressed in Treasury's latest round of consultation so it is fair and sustainable, the Actuaries Institute Summit heard.
Charles River appoints new head of APAC
|The State Street-owned company will welcome a new head of Asia Pacific.
Products
Featured Profile
Robert De Dominicis
CHIEF EXECUTIVE OFFICER
GBST HOLDINGS LIMITED
GBST HOLDINGS LIMITED
It was during a family sojourn to the seaside town of Pescara, Italy, Rob DeDominicis first laid eyes on what would become the harbinger of his future. Andrew McKean writes.
I would have thought adminstrative matters relating to forms of the superannuation trustee, remain the trustee's primary responsibility particularly when dates don't marry-up as they ought or insufficient witnesses signatures are omitted from forms. When copies of invalid binding death benefit beneficiary nomination forms were sent to trustees by the adviser what was the trustee's response? Or was it left it to the adviser and their support staff?