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Showing 141 - 148 of 148 results for "Managed Discretionary Account"

HUB24 wins Sentry mandate

COMPANY RELEASE  |  MONDAY, 12 APR 2010
Sentry Group has appointed HUB24 to provide Unified Managed Accounts (UMA) for the dealership's 330 planners. Sentry is the first national dealer group client of HUB24, according to a press statement. Commenting on the appointment, Sentry chief executive ...

FPSA tenders for managed accounts

RUTH LIEW  |  MONDAY, 30 MAR 2009
... account service to their existing product repertoire. FPSA is also looking to introduce a limited managed discretionary account so advisers will be able to tailor clients' portfolios by moving funds when necessary into products within Netwealth's approved ...

Managed accounts expands asset mix

... MAs is if investors start comparing the cost between running a PDS-ruled product versus running a managed discretionary account (MDA). According to Heather, the price differential is a minimum of 15 basis points extra cost when a dealer group uses a ...

Aust Unity selects DSTi

Fund manager Australian Unity Investments (AUI) has chosen DSTi as its provider of front and middle office solutions, including unit pricing, client reporting and pre- and post-trade compliance. "The business required a solution that would meet its ...

Multiport MAs tops $200 million mark

CHRIS NICHOLLS  |  MONDAY, 8 OCT 2007
Self managed super fund services provider Multiport has announced it has passed the $200 million mark in funds under administration for its managed accounts. Multiport's managed accounts service is primarily used by boutique dealer groups, which offer ...

Patersons' poor compliance under review

The Australian Securities and Investments Commission (ASIC) has called on specialist stockbroker Patersons Securities to review its monitoring and supervision of staff after it found that two Patersons employees may have risked client funds through ...

Intrinsic finds value in Islamic investing

... option to set up their own self-managed super fund (SMSF). Or, they can invest through Intrinsic's managed discretionary account (MDA) called the Crescent Ethical MDA, which is Shariah-compliant. Broadly speaking, the Crescent Ethical MDA is a discretionary ...

AFS licensees given notice on MDA authorisations

Australian financial services (AFS) licensees were reminded on Thursday applications for managed discretionary account (MDA) authorisations needed to be in no later than 10 December 2004. The Australian Securities and Investments Commission (ASIC) said ...