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Showing 151 - 160 of 175 results for "Approved Product List"

Sentry selects van Eyk

COMPANY RELEASE  |  MONDAY, 18 JAN 2010
... customised Portfolio Construction Tool will enable Sentry advisers to build compliant portfolios within its approved product list guidelines, while being mapped to various platform menus available in the market. "Sentry advisers will also gain access ...

AXA adds 20 funds to APL

MICHAEL HOBBS  |  WEDNESDAY, 13 JAN 2010
AXA Australia has added 20 funds to its approved product list (APL), including those from Aberdeen, Barclays Global Investors and Magellan, to provide a wider choice of index and income funds to financial planners. The AXA APL includes 51 fund managers ...

Zenith wins AdviceIQ research mandate

COMPANY RELEASE  |  WEDNESDAY, 9 DEC 2009
... structured product research, advice on model portfolio construction, investment committee participation, approved product list monitoring, provision of research tools and full access to its research team.

Securitor adds planners and expands research

MICHAEL HOBBS  |  WEDNESDAY, 9 DEC 2009
... its financial planners. The dealer group's research focus is part of an overall strategy to retain a broad Approved Product List (APL) that includes Managed Investment Schemes (MIS) and property funds. "We have broad APLs and we haven't changed that ...

AXA Asia Pacific taps SMSFs, restructures fees

MICHELLE BALTAZAR  |  TUESDAY, 1 DEC 2009
AXA Asia Pacific makes a big push into the SMSFs sector, flags plans to remove all entry, exit and trail commission products from its APLs and unbundle advice fees from product fees on all of AXA's on-sale products. In an investor presentation today ...

Planners hit by ratings pullout

RUTH LIEW  |  THURSDAY, 19 NOV 2009
S&P's decision to withdraw its application for a retail AFSL, effectively pulling its credit ratings from the retail market, could increase retail investors' exposure to risk and lead to a tightening of planners' approved product lists. S&P announced ...

Drop commissions or get off APL: AMP

MICHAEL HOBBS  |  TUESDAY, 27 OCT 2009
AMP has told fund managers if they want to be on the group's 1,600-strong financial planning network's approved product list (APL), their products must not include any commissions. Steve Helmich, director Financial Planning, Advice and Services at AMP ...

ING outsources research to two firms

COMPANY RELEASE  |  MONDAY, 19 OCT 2009
... Australia, the firm recently conducted an extensive survey and review of its current dealer group research and approved product list (APL) development process. The firm decided that "while the process is highly regarded, going forward this function is ...

Sentry buys AFG Financial Planning

COMPANY RELEASE  |  WEDNESDAY, 14 OCT 2009
... "Additional benefits that will be available to the Sentry and AFGFP advisers will be access to a broader Approved Product List; extensive range of personal and professional development programs; innovative client service and retention initiatives; and ...

Matrix adds ETFs to APL

PRESS RELEASE  |  MONDAY, 6 JUL 2009
... Dividend Trust, a number of iShares exchange traded funds (ETFs) and two State Street SPDR ETFs to the group's approved product list. The group's approved product list will now include the State Street SPDR ASX 200 and ASX 200 REIT ETFs as well as the ...