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Showing 1221 - 1230 of 1293 results for "Request"

Macquarie automates wrap downloads for planners

... than manually downloading client information from Macquarie Wrap Solutions, advisers who use either Coin or XPLAN can now request these downloads to run automatically at regular intervals which could, for example, be every week or every day," he said. ...

New indexed option for Statewide

... according to the fund, how closely it is listening to its members. "The reason we have an indexed product is because of member request. They saw that other [commercial] funds offer an indexed fund and wanted that choice." says Frances McGill, Statewide's ...

SRI ratings launched by EIA

The Ethical Investment Association (EIA) have just launched what they claim is the world's first certification program for providers of Sustainable Responsible Investment (SRI) and Ethical Investment products and services. The SRI Symbol program has ...

Watson Wyatt appointed asset consultant to Future Fund

... government's Future Fund mandate. The appointment follows a close assessment against the evaluation criteria set out in the Request for Tender. Watson Wyatt will provide advice to the government on a myriad of investment decisions including the type ...

ASIC bans SMSF adviser

The Australian Securities and Investments Commission (ASIC) has moved to shut down a self managed super fund adviser after it was found the adviser had conducted business without an Australian financial services licence (AFSL) and provided misleading ...

CPA Australia responds to FSR refinements

... widening the scope for advisers to summarise the detailed and complex information on SoAs and giving clients the option to request additional information. CPA Australia has also recommended the availability of an industry-wide reference booklet for SoA ...

Watchdogs to recruit trustees for data collection

The Australian Prudential Regulatory Authority (APRA) has written to superannuation trustees to enlist their assistance in collecting fees and charges data which will in turn be published by the Australian Securities and Investments Commission (ASIC). ...

CPAs want better SoAs

CPA Australia has welcomed the Federal Government's Refinements to Financial Services Reform proposal but has expressed a desire for the government to go further to allow Statements of Advice (SoA) to be less complex and arduous. The accounting body ...

AMP looks to increase consumer financial literacy

... industry. The campaign is called Thinking Ahead and consists of an interactive CD-ROM available to members of the public upon request. A series of television and print media commercials will be used to promote the CD-ROM. The CD-ROM covers a variety ...

Clearview and MBF Life agree to correct unit pricing errors

... Investors whose compensation would be less than $20 are not covered by the undertaking but are entitled to be compensated upon request. MBF Life and Clearview must also report to ASIC regarding these matters. ASIC executive director of enforcement Jan ...