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Showing 101 - 110 of 226 results for %22Product Disclosure Statements%22

Parliament repeals key FoFA amendments

LAURA MILLAN  |  TUESDAY, 24 NOV 2015
... extending the time for advisers to send opt-in notices from 30 to 60 days and extending the time for clients to prove fee disclosure statements to pre-1 July 2013 retail clients from 30 to 60 days. The financial planning sector had long lobbied for these ...

ASIC warns super trustees

DARREN SNYDER  |  TUESDAY, 15 SEP 2015
... Services Licence (AFSL). Trustees were also warned about the presentation of rollover forms attached to product disclosure statements that may have given new members the impression they were required to rollover their existing superannuation accounts ...

ASIC issues digital disclosure guidance

ALEX DUNNIN  |  TUESDAY, 28 JUL 2015
... preferences, with ever increasing numbers of people transacting digitally," he added. "The changes mean product disclosure statements (PDS) and other financial services disclosure documents will be delivered to consumers digitally as the default option ...

Queensland director banned for two years

DARREN SNYDER  |  FRIDAY, 10 JUL 2015
... 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 with ASIC. ...

Industry moves away from upfront commissions

LAURA MILLAN  |  THURSDAY, 25 JUN 2015
... relation to underwriting and claims management. The government will also consider measures to widen advisers' approved product lists by July 1, 2016. It will conduct a review of all of these measures by the end of 2018. Life insurance companies will ...

Macquarie refunds $5.5m after 13-year system errors

ALEX BURKE  |  WEDNESDAY, 17 JUN 2015
... 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, to investigate ...

PROFILE: IOOF managing director Chris Kelaher

LAURA MILLAN  |  WEDNESDAY, 3 JUN 2015
... involved in what was then called the prescribed interest regime or prospectuses, and we now know as product disclosure statements. That interest brought him under the umbrella of Citibank, which was then introducing its Citi Funds product in Australia ...

APRA releases super reporting standards

DARREN SNYDER  |  WEDNESDAY, 29 APR 2015
... relate to the reporting of investment data and data that is otherwise required to be included in Product Disclosure Statements for MySuper products. In a statement APRA said it has also deferred the reporting of some investment performance data until ...

Westpac, Count on ASIC radar over complex product advice

LAURA MILLAN  |  TUESDAY, 24 FEB 2015
... (ASIC) concerns about financial advice relating to complex products. In December 2013 ASIC identified concerns over complex product advice at Count Financial, FSS Advisory, AMP-owned Genesys Wealth, HSBC Bank Australia, Madison Financial Group, MASU ...

ASFA supports ASIC electronic disclosure consultation

ALEX BURKE  |  THURSDAY, 22 JAN 2015
... consent to deliver disclosures via email to clients, and facilitating the use of more innovative Product Disclosure Statements (PDSs). At the same time, ASFA cautioned that any regulatory provisions for electronic disclosures should be "technology-neutral" ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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