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Showing 271 - 280 of 291 results for "PDS"

IFSA get set to push product rationalisation

... the rights and benefits to customers; an independent opinion of the comparative benefits; advice; a complaints procedure; a PDS of the transfer product and a post transfer confirmation report.

Compliance in FSR advertising going to be difficult: Minter Ellison

... Etkind added that ASIC's standards were difficult to abide. He mentioned that while ASIC called for 'simplicity' and breadth in PDS', they had nevertheless pulled up a lot of licensees with demands for additional information, which he added, can at time ...

Host-Plus accepts undertaking from ASIC

... outlined in its Record of Contributions sent to members in April 2005in its introduction to its Product Disclosure Statements (PDS) and applications forums published between March and April 2005. According to the regulator the statements included projections ...

Watchdogs to recruit trustees for data collection

... that required to be published as an example of annual fees and costs for a balanced fund in Product Disclosure Statements (PDS) under the fee disclosure requirement originally due to start with on July 1 this year, but moved to July 1, 2006. APRA will ...

Centro slashes investment limits on direct property fund

... order to broaden investor access to the product. The reduced investment level is part of a new Product Disclosure Statement (PDS) effective as of yesterday May 5, 2005. The new PDS also includes a drop in the buy spread from 3.5 per cent to 2.5 per cent ...

Wake up call for looming dollar disclosure requirements

Product disclosure statements (PDS), statements of advice and periodic statements released after 1 January 2005 need to ensure they comply with incoming provisions. Ebsworth & Ebworth's recent law bulletin has outlined the importance of preparing for ...

ASIC consults over super fund product choice

... trustees will be able to convey the required information by preparing the material themselves via a public disclosure statement (PDS), or enhancing their own PDS with one from the provider of a particular product accessible by members of the fund employing ...

Reporting requirement relief for employer-sponsored super products

... superannuation products relating to lodging 'in-use' notices to the regulatory body. Currently a Product Disclosure Statement (PDS) or Supplementary PDS requires lodgement of an in-use notice to ASIC within five days of it being issued to a client. ASIC ...

FPA issues member notice and calls for submissions

The Financial Planning Association (FPA) has on Monday released a member update reminding all members of their obligations under the FPA soft dollar code of conduct which takes effect from 1 January 2005. Under the requirements of the FPA code, all ...

Mixed response to Govt's preferred fee disclosure model

... included the mandating of the Australian Securities and Investments Commission (ASIC) template in product disclosure statements (PDS) and mandating the extension of the ASIC fee template to periodic statements to investors as well as new single figure ...

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Global X awards mandate for ETF business

ELIZA BAVIN

Global X has awarded a new custody and administration mandate for its Australian ETF business.

Bell Asset Management launches small-caps fund

KARREN VERGARA

Bell Asset Management has formally launched its Australian Small Companies Fund, which is run by former Tyndall Asset Management portfolio managers.

Former Australian Ethical finance chief lands new gig

MATTHEW WAI

The former chief financial officer of the ethical investment manager has joined a local finance company after wrapping up his tenure at AUB Group.

MySuper assets pursue $1.5tn Choice sector

KARREN VERGARA

MySuper assets are fast catching up to the $1.5 trillion Choice sector, hitting nearly $1.2 trillion in the March quarter.

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