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Showing 131 - 140 of 255 results for "PDS"

Managed accounts set for an overhaul

LAURA MILLAN  |  MONDAY, 11 MAR 2013
... so on," he said. "We made a conscious decision to have an RE license that allowed us to put Product Disclosure Statements (PDS) in front of our entire managed accounts platform." Meanwhile, the Institute of Managed Accounts Provider (IMAP) said the paper ...

New approved audit forms now available

ALEX DUNNIN  |  FRIDAY, 1 MAR 2013
... risk management frameworks as required under SPS 220 Risk Management," they said. The form also takes into account Short Form PDS - Incorporation of new provisions under the Corporations Regulations 2001 for the shorter PDS regime for superannuation ...

ASIC extends shorter PDS regime relief

STAFF JOURNALIST  |  FRIDAY, 7 DEC 2012
ASIC has extended interim class order relief from the shorter PDS regime for multi-funds, superannuation platforms and hedge funds. Originally due to expire on 22 June 2013, the Class Order [CO 12/1592] extends the relief in Class Order [CO 12/749] ...

New hedge fund rules for post-GFC environment

MELANIE TIMBRELL  |  WEDNESDAY, 19 SEP 2012
... decides where a firm falls in terms of the new product disclosure regime, which has shortened product disclosure statements (PDS) for some products to eight pages. Hedge funds have been left out of the shorter PDS regime due to their complexities. "Hedge ...

Wealthtrac revises structure for independent market

MELANIE TIMBRELL  |  FRIDAY, 31 AUG 2012
... fee structure minimum appears to cater for higher account balances. The revised adviser service fees within Wealthtrac's new PDS includes the option for advisers to charge a one-off service fee either as a fixed or tiered percentage based on the administration ...

ASIC issues short PDS guidance

BEN COLLINS  |  TUESDAY, 19 JUN 2012
... schemes about how to comply with the shorter product disclosure statement regime. The shorter Products Disclosure Statement (PDS) regime commences fully on 22 June 2012 and is designed to make PDSs shorter and simpler, and help consumers compare financial ...

Securities lending is not short selling

ALEX DUNNIN  |  FRIDAY, 4 MAY 2012
Securities lending is a legitimate market activity for asset owners looking to lower their net trading costs, and it should not be confused with short selling. Securities lending is so mainstream that most exchanges around the world consider it to be ...

ASIC calls for detailed disclosure on holdings of super funds

MELANIE TIMBRELL  |  TUESDAY, 20 MAR 2012
... significant information about the nature of their investments such as providing a strategic or a tactical asset allocation in their PDS, however investors may be unable to access details of specific investments within a range of specific investment options ...

ASIC releases hedge funds guidance

ELISE BURGESS  |  THURSDAY, 23 FEB 2012
... Consultation (CP 174) outlines the risks and features of hedge funds that need to be highlighted in a Product Disclosure Statement (PDS) for these products to allow investors to make informed investment decisions. "Our proposed disclosure guidance has ...

MLC cuts PDS down on flagship products

ELISE BURGESS  |  WEDNESDAY, 18 JAN 2012
In accordance with the Government's June 22 deadline, MLC has cut the PDS for two of its flagship products to the required eight-page short-form after already releasing a short-form PDS for its MLC MasterKey Business Super in November last year. The ...

Editor's Choice

ASIC hits back at parliament: 'Simply not realistic'

ELIZA BAVIN
The financial regulator has hit back at suggestions it isn't doing enough to deal with community complaints.

The risks and opportunities in advice: SIAA

KARREN VERGARA
This year's Stockbrokers and Investment Advisers Association (SIAA) Conference will take a deep dive into how major financial advice reforms will impact superannuation funds and how they are preparing to help Australians particularly retirees access advice.

AMP Advice partners with BlackRock and Lonsec

ELIZA BAVIN
Through the partnership, AMP Advice will introduce a new category of tailored managed portfolio solutions.

Succession planning troubles family offices: J.P. Morgan

KARREN VERGARA
Global family offices remain deeply concerned about how to prepare the next generation to inherit a vast fortune as almost 30% do not have a structured approach to help them, a new study from J.P. Morgan reveals.

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