Search Results | Showing 1 - 10 of 286 results for %22Fee disclosure statement%22 |
| | ... Joe Longo said growing interest in environmental, social, and governance issues had driven the need for more thorough disclosure requirements but said the phased rollout should give companies ample time to prepare. "This is a transformational issue for ... |
| | | ... streamline ongoing fee renewal and consent requirements, including removing the requirement to provide a fee disclosure statement. This was under Recommendation 8 from the QAR. Under Recommendation 10, personal advice providers should have the flexibility ... |
| | | ... marketing expenditure will be released as part of our disclosures at the Annual Members' Meeting. Except through that disclosure, the contract with David Koch is commercial in confidence." The super fund's last members meeting took place in November ... |
| | | ... impacted consumers who did not receive a twice-yearly statement, as per the terms of their policy Provided revised disclosure to consumers about trading limits on their trading accounts, ensuring they are consistent with the operation of the trading ... |
| | | ... defective and not worded and presented in a clear, concise, and effective manner." ASIC said it is concerned the product disclosure statements (PDS) contain misleading statements regarding Keystone's legal role in unregistered schemes the fund invests ... |
| | | ... tracking." Belinda White, responsible investment specialist at First Sentier Investors says mandatory gender pay gap disclosure will provide an additional data point beyond simple board composition for women on leadership teams. "Pay gap data can also ... |
| | | ... Statements (FDS) in its response to the first round of reforms. Currently, advisers must produce an annual Fee Disclosure Statement (FDS), a renewal notice, and a client fee consent form. While the FAAA said it is supportive of reducing these to one ... |
| | | ... 0.62%, an increase of 0.13% overall. Rainmaker analysis of 45 SRI products from 15 super funds shows the average investment fee, including performance fee and transaction costs, for SRI options is 0.59%. In explaining the increase, Hostplus said certain ... |
| | | ... to invite more than 800 clients to annual review meetings when they were entitled to attend; failed to provide fee disclosure statements to more than 500 clients; issued over 3000 non-compliant fee disclosure statements to more than 2000 clients; and ... |
| | | ... to invite more than 800 clients to annual review meetings when they were entitled to attend; failed to provide fee disclosure statements to more than 500 clients; issued over 3000 non-compliant fee disclosure statements to more than 2000 clients; and ... |
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