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Showing 21 - 30 of 44 results for "AET"

APRA flexes new muscles

HARRISON WORLEY  |  WEDNESDAY, 22 MAY 2019
... show cause notices in April for their failure, IOOF Investment Management Limited (IIML) and Australian Executor Trustees (AET) have now been ordered by APRA to set up the OST by 30 June, or risk facing a financial penalty under the SIS Act. Today, the ...

IOOF breaches APRA licence conditions

HARRISON WORLEY  |  FRIDAY, 26 APR 2019
... issued IOOF's three APRA regulated entities - IOOF Investment Management Limited (IIML), Australian Executor Trustees (AET) and IOOF - with show cause notices, having formed the "preliminary view" the entities have breached their licence conditions. ...

IOOF appoints independent reviewer

DARREN SNYDER  |  TUESDAY, 1 JAN 2019
... three APRA regulated entity subsidiaries (AREs) including IOOF Investment Management (IIML), Australian Executor Trustees (AET) and IOOF Ltd. IOOF said these subsidiaries have already moved their boards to a majority of independent directors and an independent ...

APRA takes action against IOOF

HARRISON WORLEY  |  FRIDAY, 7 DEC 2018
... director Chris Kelaher and chair George Venardos. IOOF Investment Management Limited (IIML), Australian Executor Trustees (AET) and IOOF have 14 days to respond to a show cause notice issued by APRA. It declares the regulator intends to direct IOOF Investment ...

Sargon grows executive lineup, launches fintech solutions

JAMIE WILLIAMSON  |  TUESDAY, 2 OCT 2018
... for Sargon subsidiary, Trustee Partners. The new appointments will support the organisation's ongoing growth. In addition to AET, Sargon also acquired Decimal last month and Madison Financial Group in April. They will also assist with the launch and ...

IOOF offloads corporate trust business

KANIKA SOOD  |  THURSDAY, 13 SEP 2018
IOOF has sold its Australian Executor Trustees (AET) corporate trust business while retaining the AET private trust business, as it moves further in the direction of being an advice-led organisation. The buyer is financial services technology and infrastructure ...

IOOF continues organic growth trajectory

JAMIE WILLIAMSON  |  TUESDAY, 7 AUG 2018
... transaction cements a long-standing and trusted relationship between the two organisations, with Australian Executor Trustees (AET) the appointed trustee for the majority of A1WA's advisory clients... Jon Morris, managing director and majority shareholder ...

AET appoints new head of corporate trust

HARRISON WORLEY  |  FRIDAY, 18 MAY 2018
... trust at the IOOF subsidiary from next week, having most recently led the relationship and transaction management team at AET. IOOF group general manager for corporate development Julie Orr was pleased with the appointment of the 17-year AET veteran. ...

IOOF subsidiary partners with venerable global non-profit

ALEX BURKE  |  THURSDAY, 28 SEP 2017
... world's leading global private foundations, which has been in operation for more than a century. Australian Executor Trustees (AET), part of the IOOF group, will collaborate with Rockefeller Philanthropy Advisors (RPA), the philanthropic organisation ...

NAB sells trustee business to IOOF

JAMIE WILLIAMSON  |  WEDNESDAY, 14 JUN 2017
... Australia Trustees' offering as a strong strategic fit with IOOF's existing trustee business, Australian Executor Trustees (AET). "This acquisition demonstrates our commitment and belief that all Australians should have access to professional trustee ...