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Showing 121 - 130 of 226 results for %22Product Disclosure Statements%22

Research houses to blame for advice catastrophes: AIOFP

LAURA MILLAN  |  FRIDAY, 9 MAY 2014
... manufacturer." It suggested that advisers fund a panel of research houses that would examine new product disclosure statements before they're released to the market. "This business model will force advisers to fund research, force research houses to ...

Stakeholders stage FoFA confrontation in Senate submissions

LAURA MILLAN  |  WEDNESDAY, 7 MAY 2014
... but clear advantage to an ever-tightening grip on financial intermediation by the big four banks and other large multi-product financial institutions," Neilson said. The Financial Planning Association (FPA) said it supports the removal of the 'catch-all' ...

Consumers reluctant to use online advice

LAURA MILLAN  |  WEDNESDAY, 23 APR 2014
... for this information online and 7% doing it offline. The survey also showed that consumers read product disclosure statements (PDS) online (21%) more than they do on paper (15%). As many as 75% of Australians were open to conducting wealth management ...

Government limits general advice exemption in FoFA amendments

LAURA MILLAN  |  THURSDAY, 20 MAR 2014
... retail clients. The employee must have not provided personal advice to retail clients in the last 12 months, and financial product recommended must be issued or sold by the licensee. The Australian Securities and Investments Commission (ASIC) will monitor ...

FPA condemns FoFA fear mongers

JAMES FERNYHOUGH  |  FRIDAY, 17 JAN 2014
The Financial Planning Association of Australia (FPA) has urged planners to "rise above the noise of tired, product-centric arguments" in the early days of the watered-down Future of Financial Advice (FoFA) reforms. On 20 December 2013 Assistant Treasurer ...

ASIC puts stop order on misleading Trilogy PDS

JAMES FERNYHOUGH  |  MONDAY, 2 SEP 2013
The Australian Securities and Investments Commission (ASIC) has put interim stop orders on the product disclosure statements (PDSs) for Trilogy Monthly Income Fund and Trilogy Melbourne Office Syndicate - Cheltenham, over concerns of the relevance of ...

Stronger Super transparency rules too stringent: FSC

JAMES FERNYHOUGH  |  FRIDAY, 9 AUG 2013
... sensitive information. "To be clear, the FSC is not concerned with the disclosure of governing rules, Product Disclosure Statements and the most recent actuarial report for an employer arrangement to members of that arrangement," the report stated. "It ...

AQUA II exemptions unfairly favour ASX: FSC

JAMES FERNYHOUGH  |  WEDNESDAY, 31 JUL 2013
... illiquid assets. Only AMFS-listed funds will be exempt from the lengthy 'wet signatures' rule on product disclosure statements, making it much simpler to market their funds electronically. This, the FSC said, gives the ASX an unfair advantage. In a submission ...

Last-minute Stronger Super reprieve averts "ludicrous situation"

JAMES FERNYHOUGH  |  THURSDAY, 4 JUL 2013
... 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. The Australian ...

ASIC urged to extend 'wet signatures' exemption

MARK SMITH  |  WEDNESDAY, 3 JUL 2013
... 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 to Calastone's ...

Editor's Choice

Australian Retirement Trust people chief to depart

ELIZABETH FRY
Australian Retirement Trust has confirmed the departure of chief people officer Helen Jackson, who will leave at the end of the financial year.

SSGA loses $2.4bn in two months

KARREN VERGARA
State Street Global Advisors (SSGA) suffered $2.4 billion in net outflows over the last two months of 2023, the majority of which hit its Australian and international equities products.

AFCA seeks industry feedback on approaches

ELIZA BAVIN
The financial complaints authority is asking the industry for feedback on how it approaches issues and reaches decisions.

Apex, ACA partner to broaden client services

ANDREW MCKEAN
Apex Group and ACA Group have formed a partnership to offer their clients a wider range of services.

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