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Showing 1061 - 1070 of 6175 results for "Statement"

IFM adds to board

KANIKA SOOD  |  TUESDAY, 1 JUN 2021
... governance, and aligning fiduciary duty and investment discipline with an evolving focus on sustainability," IFM said in a statement. Her appointment takes the IFM board to nine people. She and Carol Gray are both based in North America. "[Whitmarsh's] ...

Platinum launches investment bond

KANIKA SOOD  |  TUESDAY, 1 JUN 2021
... is offering two options: Platinum's International Fund or the Asia Fund, according to the March 19 product disclosure statement. Lifeplan Australian Friendly Society will act as the issuer of the investment bond structure. The minimum investment size ...

Licensee awards tech mandate

KARREN VERGARA  |  TUESDAY, 1 JUN 2021
... of their time on administrative work as a result of this new partnership. The solution is speeding up file notes and Statement of Advice generation and eliminates the need for a paper-based fact finder, the dealer group's managing director Sam El ...

Sydney digital adviser wins UK client

KANIKA SOOD  |  FRIDAY, 28 MAY 2021
... advice, allowing improved outcomes for those seeking to invest or retire with smaller sums of money," Ignition said in a statement. "The service will be delivered through M&G Wealth's existing advisers and be complementary to the much wider support M&G ...

Asendium launches swift SOA solution

KARREN VERGARA  |  FRIDAY, 28 MAY 2021
The fintech has officially launched a solution that slashes the time to generate a statement of advice from eight hours to two hours. Asendium is aiming to reduce three major bottlenecks for advisers: processes, people and fragmented systems. Asendium ...

Criminal charges filed against ME Bank

JAMIE WILLIAMSON, KANIKA SOOD  |  THURSDAY, 27 MAY 2021
... contraventions, which were referred to the CDPP by ASIC, allegedly occurred between 2 September 2016 and 3 September 2018. In a statement, ME Bank said the alleged contraventions concern home loan customer communications and arise from issues reported ...

Potential small carve out for annual renewal law

KARREN VERGARA  |  THURSDAY, 27 MAY 2021
... annual renewal law, by not taking regulatory action against financial advisers who fail to provide a financial disclosure statement. The Association of Financial Advisers (AFA) has identified practicality issues with the new legislation set to take effect ...

Former adviser charged with $3.3m fraud

KARREN VERGARA  |  THURSDAY, 27 MAY 2021
... was a member of the Financial Planning Association of Australia. Sentinel managing director Justin Hooper said in a statement: "Gavin informed me of the allegations on Saturday 14th March 2020. I suspended him on the spot pending an investigation. Following ...

Chief economist update: RBNZ will run out of patience next year

BENJAMIN ONG  |  THURSDAY, 27 MAY 2021
... sustainable level. Meeting these requirements will necessitate considerable time and patience." The RBNZ's monetary policy statement suggests that that time is near, and patience would run out by the third quarter of next year. This is because New ...

AMP sued for charging dead clients

JAMIE WILLIAMSON  |  THURSDAY, 27 MAY 2021
... 9308 deceased members had been impacted since 2011. AMP later told ASIC it was 10,155 accounts that were affected. In a statement to the ASX, AMP confirmed a remediation program commenced in 2019 found breaches dated back to 2011. The program returned ...