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Showing 1051 - 1060 of 1293 results for "Request"

Zurich kit connects advisers to new clients

ELISE BURGESS  |  WEDNESDAY, 8 SEP 2010
Zurich has launched a financial adviser kit to assist advisers catering to clients in the medical profession. In the wake of the election decision and the Independent MP's stance, rural areas and medical professionals are expected to receive far greater ...

Equipsuper unveils fin plng campaign

MEDIA RELEASE  |  WEDNESDAY, 1 SEP 2010
Equipsuper Financial Planning launched a "be yourself" communications campaign last week encouraging members to seek professional financial advice - with one in four members requesting follow-up from planners as a result of the initiative. The campaign ...

Rainmaker unveils winners of the 2010 Marketing Excellence Awards

MICHELLE BALTAZAR  |  FRIDAY, 27 AUG 2010
AustralianSuper, Principal Global Investors and AMP were among the winners of last night's 16th Rainmaker Marketing Excellence Awards held at the Shangri-La in Sydney. More than 160 attendees, many of whom are sales and marketing specialists in financial ...

AUI increases redemption levels for mortgage fund

MEDIA RELEASES  |  FRIDAY, 27 AUG 2010
... 2010 and investors can set up a regular monthly withdrawal order for the next 12 months. Alternatively, investors can now request in any given month a one-off withdrawal of the full amount of their investment, which will be met on a pro-rata basis in ...

Trustees warned as APRA toughens guidances

ALEX DUNNIN  |  WEDNESDAY, 11 AUG 2010
... risk management guidance, APRA said it wants trustees' risk management plans to be fully documented and be available on request to stakeholders such as members and employer sponsors. "Trustees should also have regard to the fact that the documents must ...

HOSTPLUS and ME Bank open shop

MEDIA RELEASE  |  WEDNESDAY, 7 JUL 2010
... foray into providing traditional banking services - but with superannuation advice available, too, if their customers request it. HOSTPLUS chief executive, David Elia, said the joint initiative provides an opportunity to educate members on both their ...

Asgard makes tax time easier for planners

COMPANY RELEASE  |  TUESDAY, 6 JUL 2010
Asgard has launched a new online process for planners to help them manage clients' personal tax deductions in super. The program will allow advisers to complete the entire process for tax deductions in super online. General manager of BT Financial Group's ...

OneCare upgrades benefit more workers

MICHAEL HOBBS  |  THURSDAY, 1 JUL 2010
ING Australia has introduced a suite of improvements to its OneCare risk products by broadening the number of occupations that qualify for income protection and providing more relief for medical workers. The income protection cover has been extended ...

US Commission subpoenas Goldman Sachs

RUTH LIEW  |  TUESDAY, 15 JUN 2010
... Inquiry Commission this month. According to a press statement from the Commission, Goldman Sachs failed to comply with a request for documents and interviews in a timely manner. The Commission had previously warned it would use its subpoena power if ...

FPA board member resigns, airs governance concerns

MICHAEL HOBBS  |  FRIDAY, 11 JUN 2010
One of the founders of Matrix Planning Solutions has resigned from the Financial Planning Association (FPA) board due to concerns about the association's governance practices and its fixation on planner remuneration. Rob Pedersen, appointed to the FPA ...