Search Results | Showing 151 - 160 of 175 results for "Approved Product List" |
| | | ... 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 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 ... |
| | | | ... 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. |
| | | | ... 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 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 ... |
| | | | 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... "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 ... |
| | | | ... 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 ... |
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