Newspaper icon
The latest issue of Financial Standard now available as an e-newspaper
READ NOW

Search Results

Showing 91 - 100 of 106 results for "Investment Bond"

Insurance bonds offer tax effective strategy

LINDA HAUSKEN  |  TUESDAY, 8 MAY 2012
... superannuation have a tax effective long term investment option available to them." IOOF offers a WealthBuilder investment bond that is suited to people looking to save or invest for the medium to long term adding that the product is designed to meet ...

Lifeplan upgrades investment offer

LINDA HAUSKEN  |  FRIDAY, 4 MAY 2012
Lifeplan Funds Management has redesigned its NextGen Investment and Lifeplan Education Investment Fund product offering to comply with FOFA. Matt Walsh, head of Lifeplan, said the business saw the changing regulatory environment as an opportunity to ...

Centuria builds planner support with appointment

ELISE BURGESS  |  WEDNESDAY, 20 JUL 2011
Centuria Capital continues to expand its dealer and planner services, appointing a new manager of market and distribution for financial services. Anne Hamieh has joined Centuria and will be responsible for promoting and positioning Centuria's investment ...

TOWER, CommInsure tie as top insurers

ELISE BURGESS  |  THURSDAY, 24 FEB 2011
... Innovation No Finalists Winner: Challenger Annuity Provider of the Year Finalist: CommInsure Winner: Challenger Investment Bond Finalists: Onepath and AMP Winner: CommInsure Income Protraction Finalists: AIA and CommInsure Winner: Tower Australia Trauma ...

AFA awards top insurers

MICHELLE BALTAZAR  |  THURSDAY, 25 FEB 2010
... just the Platinum Life Company Award but also the awards for Service Quality Award, Trauma Product and the best Investment Bond. CommInsure was also named the runner up for both the Income Protection Award and the Life Cover and TPD Award. In accepting ...

FSA fines firm for bad advice

FSA RELEASE  |  MONDAY, 14 SEP 2009
UK-based Financial Services Authority (FSA) fined a financial advice firm $27,000 for failing to match client appetite for risk with appropriate investment products. The regulator found the Henry Neil practice advised clients to sell segments of existing ...

Members vote for Lifeplan/Aus Unity merger

COMPANY RELEASE  |  FRIDAY, 14 AUG 2009
... merged company will operate under the Australian Unity brand with the Lifeplan name continuing for the combined investment bond, funeral bond and education savings plan business, which will be based in Adelaide. Lifeplan chairman John Butler, who will ...

Swanson leaves CommInsure

MICHAEL HOBBS  |  FRIDAY, 19 JUN 2009
Simon Swanson is leaving the Commonwealth Bank of Australia after 30 years at the bank and four and a half years at the helm of CommInsure. Under his tenure, CommInsure became one of the largest insurers in Australia with inforce premiums of $1.5 billion ...

Merger plans for AUI and Lifeplan

COMPANY RELEASE  |  MONDAY, 11 MAY 2009
The $5.5 billion Australian Unity is planning to merge with Lifeplan Funds Management - a deal that would create a funds management group with more than $7 billion in funds under management. Australian Unity announced late last week that a merger proposal ...

Advisers award top insurers

MICHELLE BALTAZAR  |  THURSDAY, 26 FEB 2009
Asteron and Aviva were the joint awardees of this year's 2008 Life Insurance Company of the Year Award by the Association of Financial Advisers (AFA) and Plan For Life. Challenger, which last year acquired the annuities portfolio of AXA, was named the ...