Search Results | Showing 111 - 120 of 202 results for "Approved Product" |
| | | ... regulatory measures to combat insurance "policy churn", improved adviser education on insurance and expansion of approved product lists (APLs). All the above, it should be noted, were addressed in the Life Insurance and Advice Working Group's Report ... |
| | | | The Financial Planning Association of Australia (FPA) has released its life insurance blueprint paper discussing its aim to drive competitive, professional, and valuable service to Australian consumers. "Remuneration for insurance work should be compensated ... |
| | | | ... allocation, multi-manager portfolios, alternative investment programs, as well as constructing model portfolios and the approved product list. Perpetual Private said the team has combined experience of 95 years in the industry and is responsible for ... |
| | | | ... 20%. Furthermore, the year-one commission is only available once every five years per policy. All AMP licensee approved product lists will adopt this structure, even on non-AMP products. "As a leading life insurer with Australia's largest advice network ... |
| | | | ... it is less than $2,000. It also proposes an end to non-commission benefits, the inclusion of more providers on approved product lists and introducing a Life Insurance Code of Practice. "I think these are all really worthy of consideration," said Frydenberg. ... |
| | | | ... last few months getting the Fund added to key platforms in addition to being included in several dealer group approved product lists." Gartside and chief market strategist for Asia, Tai Hui, will be promoting the unconstrained fixed income strategy at ... |
| | | | ... strategy from an institutional client. Since June 2012 Perpetual's strategies have been added to 25 platforms, 17 approved product lists (APLs) and 18 model portfolios. Perpetual's funds under management were up $1.1 billion over the three months to ... |
| | | | The Australian Securities and Investments Commission (ASIC) has accepted an enforceable undertaking (EU) from former Professional Investment Services (PIS) representative Seamus O'Brien. O'Brien previously traded as Cambridge Financial Planning in South ... |
| | | | Independence, the flexibility to build an approved product list and cheaper, more advanced technology and platforms are encouraging more advisers to leave large licensees and strike out on their own. The big four banks and AMP have collectively seen ... |
| | | | ... Independent firm Libertas Financial Planning has added Bellmont Securities separately managed accounts (SMA) to its approved product list. The offering includes the Bellmont Core Equities Portfolio, which is a blue-chip equities portfolio, giving investors ... |
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