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Showing 1221 - 1230 of 1911 results for "Disclosure"

Stronger Super look-through requirements may erode competitive edge

JAMES FERNYHOUGH  |  FRIDAY, 5 JUL 2013
... often it's there for hedging or other purposes," he said. A third issue is one of confidentiality. Miller argued that disclosure of unlisted assets in managed funds may undermine performance, and it would ultimately be the members that would suffer. ...

Last-minute Stronger Super reprieve averts "ludicrous situation"

JAMES FERNYHOUGH  |  THURSDAY, 4 JUL 2013
... been put off until 31 December 2013. The second reprieve regards new content requirements, including fees, for Product Disclosure Statements for super and managed investments, which have been deferred until 31 December 2013 and 1 July 2014 respectively. ...

Lonsec shuts door on rating 'shopping' with new rankings

MARK SMITH  |  THURSDAY, 4 JUL 2013
... Commission (ASIC) guidelines aimed at preventing conflicts of interest, require research houses to provide greater disclosure around adverse research. As result of a comprehensive review of its processes in light of these guidelines, Lonsec will drop ...

ASIC urged to extend 'wet signatures' exemption

MARK SMITH  |  WEDNESDAY, 3 JUL 2013
... Securities and Investment Commission (ASIC) should consider extending its relief of the need for 'wet signatures' on product disclosure statements (PDS) for the ASX Managed Funds Service (AMFS) to the wider industry to increase access to funds, according ...

FoFA still in need of changes: industry

LAURA MILLAN  |  WEDNESDAY, 3 JUL 2013
... affordable for consumers." The Financial Planning Association (FPA) is concerned over planner preoccupation with fee disclosure statements. "It's only an administration point, the pillars of FoFA are education, training and the best interest duty, that's ...

More than 8,000 advisers using IRESS XPLAN

MARK SMITH  |  WEDNESDAY, 3 JUL 2013
More than 8,000 advisers have opted for IRESS' XPLAN-CommPay solution to meet the Fee Disclosure Statement (FDS) requirements brought in by the Future of Financial Advice (FoFA) reforms, the software provider has said. According to IRESS, the 'vast ...

BT overcharged customers, refunds $2.3m

LAURA MILLAN  |  TUESDAY, 2 JUL 2013
... identify customers potentially impacted and to ensure that they were compensated appropriately. BT has issued revised disclosure and put in place strengthened operational controls to prevent similar occurrences in the future. "We have also written to ...

Latest Financial Standard issue available on the iPad app

STAFF WRITER  |  TUESDAY, 2 JUL 2013
In the new edition of Financial Standard, we look at best practice post-FOFA fee disclosure, SuperStream readiness, superannuation insurance and profile First Super's chief executive Bill Watson. You can read these articles on your iPad by downloading ...

Ironbark acquires Deutsche AM Australia

MARK SMITH  |  MONDAY, 1 JUL 2013
... DAMAL will be renamed Ironbark Asset Management Fund Services Limited. The funds will also be renamed and a new Product Disclosure Statement issued for each one. Ironbark has also lowered the minimum investment amount to $20,000 and top-ups can be made ...

Platforms to explain choice of investment products

LAURA MILLAN  |  MONDAY, 1 JUL 2013
... policies like voting policies and policies when consumers do not opt in to continuing to receive advice and improved disclosure through a consumer warning acknowledgment. Investors will have access to a product issuer's internal dispute resolution system ...