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Showing 11 - 17 of 17 results for "Investor Directed Portfolio Services"

Endeavour joins new OneVue platform

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
... the Linchpin Capital Group, will use the platform to support its superannuation fund and investor directed portfolio services. "OneVue is pleased to be able to assist this fast growing group to provide a fit for purpose solution for its advisers through ...

Trading platform bids to raise industry transparency standards

MARK SMITH  |  TUESDAY, 20 AUG 2013
... stringent adaptation of the ASIC Class Order (CO 02/294) from 2008 for businesses offering Investor Directed Portfolio Services (IDPS). Saxo's Australian chief executive Anthony Griffin said investors were not always given a complete picture about the ...

MDA guidance review will bring coherence and consistency

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
... John McIlroy said. "It doesn't matter if you are an adviser of MDA, Self Managed Accounts or Investor Directed Portfolio Services, you will need to have the same license authorizations." The new regulation is expected to better define MDA, a necessary ...

Count morphs into super entity with new AFSL

ELISE BURGESS  |  THURSDAY, 5 MAY 2011
Clarification around FOFA has positioned Count to become an Investor Directed Portfolio Services (IDPS) operator and Responsible Superannuation Entity (RSE) in respect of its strategic platform offerings. The independent dealer group said the cut of ...

ASIC review to streamline IDPS rules

ALEX DUNNIN  |  THURSDAY, 21 JUN 2007
... Commission (ASIC) is undertaking its first ever review of the rules around licensing for Investor Directed Portfolio Services (IDPS) which it hopes will simplify some of their operating rules and reduce barriers to entry for new competitors. "[The outcome ...

Equity Trustees and SG Hiscock team up for a third offering

... today announced they are now offering the EQT SGH Absolute Return Trust to the retail and investor directed portfolio services (IDPS) markets. It is the third offering to the retail market from the partnership of the two financial services groups. Only ...

ASIC releases updated industry guides for AFS licence applicants

... brokers and dealers in derivatives and foreign exchange contracts; responsible entities and investor directed portfolio services operators; stockbrokers; and superannuation trustees. "ASIC urges all applicants to use the industry guides to help them ...
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