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Showing 101 - 103 of 103 results for "Renato Mota"

WealthBuilder targets generational clients

RUTH LIEW  |  THURSDAY, 23 OCT 2008
... investment bond targeted towards investors focussed on estate planning and medium to long term savings. According to Renato Mota, general manager investor solutions at IOOF, estate planning provides advisers the opportunity to forge relationships with ...

Industry responds to APRA report

... why retail fund trustees are not involved in the decision making as that's driven by the adviser and their client. Renato Mota, general manager of investor solutions at investments and platform provider IOOF, one of the top five-ranked retail funds based ...

Advice that spans three generations

MICHAEL HOBBS  |  THURSDAY, 24 APR 2008
... investment bonds and provides a set of tools to ensure planners can develop the strategy in a statement of advice (SoA). Renato Mota, IOOF general manager of investor solutions said re-invented investment bonds are an effective way to estate plan because ...