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Showing 221 - 230 of 295 results for "PDS"

IFSA calls for more frequent valuations of unlisted assets

MICHELLE BALTAZAR  |  FRIDAY, 12 DEC 2008
... than 5 per cent. O'Shaughnessy said that they encourage IFSA members to do asset valuations outside what was set out in the PDS disclosures given to investors. The importance of IFSA's guidance notes is that while they are voluntary, some of them become ...

What a member wants

... their products and the government can adopt a more consistent approach to policy making. "All these improvement surrounding PDS disclosure, that is very much like treating members as an investor focus," said Donald. By contrast, other initiatives such ...

BT upgrades insurance

MICHAEL HOBBS  |  WEDNESDAY, 3 DEC 2008
... reduced the amount of waiting times. BT Financial Group launched its version the short form product disclosure statement (PDS) for insurance on the Wrap platform in May. Phil Hay, BT Financial Group head of life insurance, said financial advisers must ...

AXA ramps up group insurance

MICHAEL HOBBS  |  WEDNESDAY, 26 NOV 2008
... capabilities between the business and the broker by re-launching its website and creating a product disclosure statement (PDS) that expands and contracts depending on customer responses. The firm also hired three client relationship managers to foster ...

PDS notices to go online: ASIC

MEDIA RELEASE  |  TUESDAY, 18 NOV 2008
... product disclosure statement to be lodged online starting early next year. From 1 January 2009 notifications to ASIC about a PDS will need to be made electronically. The changes are a result of a change to section 1015D of the Corporations Act 2001 ...

AMP saves more in pension

MICHELLE BALTAZAR  |  WEDNESDAY, 15 OCT 2008
... Refresh, the total amount saved come retirement could go up by an additional $115,136. The combined Product Disclosure Statement (PDS) for the all-in-one account has been reduced from a 212-page tome to a more digestible 36 pages, with additional details ...

MLC locks premium rates

RUTH LIEW  |  WEDNESDAY, 15 OCT 2008
... that the move to lock in rates will aid advisers and their clients keep their eyes on long term goals. Meanwhile the new look PDS was developed following research that scoped the feedback of existing and potential clients. The changes encompass MLC's ...

FPWS unveils new SMA service

RUTH LIEW  |  TUESDAY, 14 OCT 2008
... through a comprehensive financial services tax and transactional reporting solution, he said. "The FPWS SMA will run with a dual PDS. This will enable dealer groups to brand their own PDS with a combination of investment managers operating under a mandate," ...

IRESS upgrades service

MICHAEL HOBBS  |  FRIDAY, 19 SEP 2008
... income." Version 130 also includes Fund Click software which generates more than 100 electronic product disclosure statements (PDS) across all fund managers and platforms. Kinens said financial planners usually need to learn each platform's unique PDS ...

Aurora Trust delivers 13pc

RUTH LIEW  |  THURSDAY, 4 SEP 2008
... apply or redeem the units monthly directly to Aurora at the net asset value (NAV) per unit under the terms outlined in the PDS. "This feature helps to minimise any trading discount occurring in the listed Unit price relative to the net asset value per ...