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Showing 1021 - 1030 of 1910 results for "Disclosure"

Fee error forces Ausbil to pay $18m

LAURA MILLAN | WEDNESDAY, 5 AUG 2015

... December 2004 and January 2014. The manager found an inconsistency between the fees outlined in the fund's Product Disclosure Statement and the fees permitted under the fund's constitution. Ausbil notified ASIC as soon as it was aware of the breach and ...

Climate change to shrink investment by $5.7trn

LAURA MILLAN | THURSDAY, 30 JUL 2015

ASIC issues digital disclosure guidance

ALEX DUNNIN | TUESDAY, 28 JUL 2015

ASIC has issued a new digital disclosure guidance for financial services product providers who want to step up their use of the internet to deliver offer documents, disclosures and personal statements to clients. Under the new guidance, product providers ...

Financial services fail to share mental health data

MARK SMITH | FRIDAY, 24 JUL 2015

... and wellbeing programs or initiatives are reported by 75% of ASX200 financials companies. Overall, mental health data disclosure is low. Just 58% of ASX200 financials companies practice moderate or good disclosure, well below the 87% of industry peers ...

Queensland director banned for two years

DARREN SNYDER | FRIDAY, 10 JUL 2015

... and July 2014, David Hodgson of Exalt Global Funds Limited was found to have made misleading statements in product disclosure statements; did not keep proper financial records for the Paladin Monetizer Fund; and did not lodge several financial reports ...

Forward-thinking advisers benefit from opt-in deadline

ALEX BURKE | WEDNESDAY, 1 JUL 2015

ASIC's "facilitative approach" to the Future of Financial Advice (FoFA) opt-in and fee disclosure statement requirements ends today, but forward-thinking practices have nothing to worry about. The deadline was originally June 30, 2014, but it was extended ...

Industry moves away from upfront commissions

LAURA MILLAN | THURSDAY, 25 JUN 2015

... replacement data, starting 1 January 2016. The regulator will also review statements of advice (SoA) with a view to making disclosure simpler and more effective. The debate over insurance advice remuneration models was prompted by an ASIC report that ...

Macquarie refunds $5.5m after 13-year system errors

ALEX BURKE | WEDNESDAY, 17 JUN 2015

... fees. The errors occurred in the Macquarie Wrap platform and included charging fees over the maximum amount in product disclosure statements and applying insufficient GST credits. Macquarie worked with ASIC, appointing independent consultant Deloitte ...

Australian Unity to list office property fund

DARREN SNYDER | TUESDAY, 16 JUN 2015

... distributions and making bi-annual capped withdrawal offers," Pratt said. "Until the proposal is finalised, the fund's product disclosure statement has been temporarily withdrawn. This means that new applications cannot be made but the distribution reinvestment ...

Australia bottom of the class for portfolio disclosure

MARK SMITH | THURSDAY, 11 JUN 2015

Australia has come dead last in a study of portfolio disclosure standards across 29 countries. The Morningstar Global Fund Investor Experience Report assesses managed fund investor experiences in 25 countries (expanded to 29 for the published article) ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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