Search Results | Showing 121 - 130 of 288 results for %22Fee disclosure statement%22 |
| | | ... fund - and associated short-selling - last week. Glaucus Research Group argued "Blue Sky is significantly overstating its fee earning AUM by reporting the gross value of certain assets as AUM instead of the fair value of the capital invested. Based on ... |
| | | | ... are a sound warning to ASIC and the new Regulatory Guide 97 (RG97) rules about to take effect. Linden said new fee disclosure rules, while promising improvement, contained investment vehicle exclusions that could mislead consumers. "Unfortunately with ... |
| | | | ... ASIC said. This said, ASIC has agreed to extend the deadline for disclosure of property operating costs in the investment fee, or indirect costs, to 30 September 2018. The extension on this component will help provide additional time for discussions ... |
| | | | ... supervised. ASIC's concerns predominately relate to the fullness of the advice documentation process. Clients accepted full disclosure on fees and, as is always the case, our recommendations were supported by thorough research provided by external leading ... |
| | | | ... designed for investors wanting a combination of capital growth as well as relatively stable returns, charging a management fee of 1.25% per annum. The moderate option charges 1.50% per annum and will likely suit investors seeking to outperform the capital ... |
| | | | ... Kelly O'Dwyer, ASIC was tasked with a review of life insurance SOAs. ASIC was asked to consider: Prominent upfront disclosure of commissions in SOAs How to make SOAs simpler and more effective for consumers, and How to make better use of SOAs. The closing ... |
| | | | ... too. PayLogic data even flows straight into AdviserLogic so that advisers can analyse their revenue and produce fee disclosure statements with ease. We couldn't be happier," Gershkov said. AdviserLogic managing director Gundeep Sidhu said: "InterPrac ... |
| | | | ... raft of costs, including increased professional indemnity insurance premiums and costs associated with upgrading fee disclosure statements and incorporating opt-in arrangements." Any further increase in the cost of providing advice is likely to put quality ... |
| | | | ... offsetting allocation to defensive assets such as fixed interest securities and cash although according to its product disclosure statement, Spaceship will seek to diversify through exposure to index funds and exchange-traded-funds. Once matured, Spaceship ... |
| | | | ... the trailer and how much it costs?" Deborah said. "No 19-year-old needs life insurance and there should be a product disclosure statement and a cooling off period like every other insurance policy in Australia." The committee will report their findings ... |
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