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Showing 151 - 156 of 156 results for "MDA"

Advisers must justify complex products: ASIC

MATT WOODINGTON  |  MONDAY, 14 MAR 2011
... strategies such as gearing and clients being placed into conflicted products," ASIC said. Checks will be made to ensure that MDA providers are properly licensed and that the client is receiving a review on the MDA every 12 months, as well as quarterly ...

Westscheme appoints new chair

PRESS RELEASE  |  TUESDAY, 14 SEP 2010
... former director of the Australian Institute of Management, Doric Construction Group Holdings, Forest Products Commission WA, MDA National Insurance, RCR Tomlinson and St John of God Health Care Group. Dr Schapper retired this week in accordance with ...

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 ...

Managed accounts expands asset mix

... 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 PDS-based ...

Intrinsic finds value in Islamic investing

... 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 ...