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| | | ... borrow in order to pay benefits, settle on investments and, as a result of changes to legislation in 2007, acquire investments via a limited recourse borrowing arrangement (LRBA). The first two borrowing options are restricted to 10% of the fund's value ... |
| | | | ... current delivery requirements and the client is notified), making clear that providers don't need consent to deliver disclosures via email to clients, and facilitating the use of more innovative Product Disclosure Statements (PDSs). At the same time ... |
| | | | ... period. These included Sonic Healthcare, Energy Developments, Cover-More Group, Asciano, Capitol Health and Ashley Services via an IPO. It also made major additions to existing holdings including CSL and ResMed, given attractiveness of the healthcare ... |
| | | | ... strong background in advising and structuring solutions for corporates coupled with our ability to provide debt and equity via our global balance sheet, creates a compelling story for clients," Investec Australia chief executive Milton Samios said. Samios ... |
| | | | Most super fund members would not like their fund to go through any merger activity, according to the CoreData 2014 Member Growth Report. The report asked the question to 858 super fund members and 65.6% said they would not like their fund to merge ... |
| | | | ... terms of awareness but it is not an engaging communication tool for members, who would much prefer to hear from their fund via email," CoreData head of financial services Kristen Turnbull said. The CoreData 2014 Member Growth Report gathered the views ... |
| | | | ... sales and distribution for institutional sales. Based in Melbourne, Artis has nearly 30 years' experience in superannuation via senior roles at Telstra Super, Vision Super and Emergency Services Super. SSgA managing director and head of relationship ... |
| | | | ... JBS Financial Strategists director and adviser Jenny Brown noted that completely banning commissions "was tried in the UK via the RDR (their FoFA) and it didn't work, hence why it was reversed and commissions are now re-instated back." Brown said that ... |
| | | | ... able to build on the successful member engagement events and continue to form healthy relationships with the broader public via media, something we value deeply," Sharpe said. "A strong focus for the chapter under my leadership is to get the message ... |
| | | | ... before only been available to institutional investors with a minimum investment of $500,000. Now investors can gain access via the Australian Equities Extension Fund for a minimum of $5,000 and thereafter in $1,000 increments. "The decision to invest ... |
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