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Showing 1241 - 1250 of 1910 results for "Disclosure"

BT upgrades Asgard and BT Wrap ahead of FoFA

STAFF WRITER  |  WEDNESDAY, 22 MAY 2013
... Financial Advice (FoFA) obligations. "Advisers now have administrative support for most of their obligations around fee disclosure statements (FDSs), opt-out and bans on charging asset based fees through the Asgard and BT Wrap Platforms well ahead of ...

Cbus chair Steve Bracks to resign

ALICE URIBE  |  FRIDAY, 17 MAY 2013
Cbus chair Steve Bracks will resign as chair of the Cbus board to accept a federal government position as Australian Consulate-General in New York. Bracks joined the board in 2009 and his resignation will become effective from 1st September 2013. "Under ...

AQR Global Risk Premium Trust opens to retail investors

MARK SMITH  |  TUESDAY, 14 MAY 2013
... Global Risk Premium Trust in a bid to attract Australian retail investors. The new Class 1F units come with additional disclosure and a lower minimum investment of $25,000. The changes make them suitable for use on Australian platforms, for distribution ...

No middle ground post-FoFA

LAURA MILLAN  |  MONDAY, 13 MAY 2013
... management and efficiency from advisers, as well as offering value to clients. However, FoFA requirements such as fee disclosure might affect independent advisers. "Clients are going to start looking at how much they are charged and that will put pressure ...

Australian companies 20 years off ESG reporting standards: ACSI

MARK SMITH  |  THURSDAY, 9 MAY 2013
... executive Ann Byrne. In its annual report, The Sustainability Reporting Journey: Corporate Reporting in Australia - Disclosure of Sustainability Risks Among S&P/ASX200 Companies, ACSI says that whilst there has been a notable improvement in companies ...

Exchange-traded government bonds to trade on ASX

ALICE URIBE  |  THURSDAY, 9 MAY 2013
... with the ASX and the selected registry operator to support the start of trading. The AOFM has also prepared concise disclosure documentation for retail investors. "The benefits of a retail government bond market are significant, allowing retail investors ...

Tool automates FDS creation

LAURA MILLAN  |  TUESDAY, 7 MAY 2013
Xplan service provider Enzumo has developed a tool that completely automates fee disclosure statements and allows advisers to pull the data from the system in a few minutes. The tool also replays the services that the client has received in the past ...

CFS upgrades FirstChoice and FirstWrap platforms

MARK SMITH  |  TUESDAY, 7 MAY 2013
... FirstChoice and FirstWrap, containing simple and easy to understand fee information to assist advisers with their Fee Disclosure Statement (FDS) obligations from 1 July. The payment of conflicted remuneration has also been removed on FirstChoice Retail ...

MySuper draft regs released for consultation

ALEX DUNNIN  |  WEDNESDAY, 1 MAY 2013
... a one-page, consumer-friendly summary of key performance indicators. These indicators will include an annual dollar disclosure of fees, the target investment return and a clear statement of investment risk. Consumer testing of a proposed product dashboard ...

Count eyes accounting firms

LAURA MILLAN  |  TUESDAY, 30 APR 2013
... comes out." On the last month, Count has reduced its platform pricing; it has transited into a fully-automated fee disclosure statement and has changed its asset allocation and model portfolios in order to reduce volatility.