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Showing 191 - 200 of 208 results for "Statements of Advice"

ING software roll-out to reduce the SoA burden

... "Adviser Advantage" online adviser service portal. Aimed at reducing the burden associated with providing Statements of Advice, the new software solution will enable advisers to produce a simple statement of advice in 20 minutes when a detailed version ...

ASIC launches consumer guide about planners

... prepared together the FPA. The regulator's second development is its ongoing work with the industry to simplify statements of advice (SOA). ASIC's Chairman, Jeffrey Lucy, said the SOA changes are well under way. "We're also working with the financial ...

Financial advice quality is improving: CPA Australia

... revealed that consumers generally reacted positively to the quality of financial advice and the relevance of Statements of Advice (SOAs). They also reported being confident they have a good understanding of investments and fees. The research was commissioned ...

ASIC says FSR refinements on track

... of November 2005. ASIC lists a number of refinements it has released in the last three months, including Statements of Advice, and various policy statements on grants of relief and guidance for product issuers and advisers. In the pipeline for release ...

New Heron product assists with super fund comparisons

... to its comparative capabilities, Heron Advisor has the ability to improve compliance procedures regarding statements of advice (SOA). The product provides a 20 page report advisers can use as their own SOA or as an independent third part report. Furthermore ...

ASIC pleased with regional advisers

... authorisations," O'Donnell says. ASIC also found there were still some instances of advisers not providing Statements of advice when required.

CPA Australia responds to FSR refinements

... Financial Services Reform Act, CPA Australia has welcomed the refinements however believes the sections around Statements of Advice (SoA) do not go far enough to meet the stated objectives. The accounting body has put forward its own options for the ...

CPAs want better SoAs

... to Financial Services Reform proposal but has expressed a desire for the government to go further to allow Statements of Advice (SoA) to be less complex and arduous. The accounting body believes the current framework encourages financial service providers ...

Gov to refine FSR by year end

... members. It is also of little value for a financial adviser to continually repeat information in written Statements of Advice that has already been given to a client where that adviser has an ongoing relationship with client, according to Pearce. "What ...

XPLAN marks the spot for Navigator data

... information, client reporting functions, access to on-line transactions and the ability to create compliant statements of advice. Hawkins says, "The number of advisers using Navigator's own financial planning and reporting solution, n-link is constantly ...