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Showing 21 - 28 of 28 results for "Investor Directed Portfolio Service"

Equity Trustees appoints new business development exec

MARK SMITH  |  MONDAY, 5 NOV 2012
... the expansion of the distribution team reflects EST's commitment to the growing retail and investor directed portfolio service market.

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 ...

Oasis looks to SMAs and ETFs

RUTH LIEW  |  WEDNESDAY, 15 JUL 2009
... Oasis Fund Management Limited is the trustee and operator of a superannuation master trust and Investor Directed Portfolio Service (IDPS) products. MoneyOne.Com.Au Limited is responsible for the development of desktop and online services for financial ...

ASIC review to streamline IDPS rules

ALEX DUNNIN  |  THURSDAY, 21 JUN 2007
The Australian Securities and Investments 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 ...

MLC launches MasterKey enhancements

... 35 investment funds. The enhancement to the platform will go live on 14th March and is an "Investor Directed Portfolio Service" providing advisers with the ability to either construct portfolios from both the diversified and specialist investment options ...

Equity Trustees RE for Lloyd George Management

... billion with a view to achieve high income and/or capital growth for its stakeholders. The Investor Directed Portfolio Service platform, high net worth and institutional markets are where the majority of the LGM funds will be channelled. LGM chairman ...

Equity Trustees and SG Hiscock team up for a third offering

Equity Trustees and boutique fund manager SG Hiscock and Company 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 ...

ASIC releases updated industry guides for AFS licence applicants

The Australian Securities and Investments Commission (ASIC) today released updated versions of its industry-specific guides, which are designed to help industry participants in the process of applying for an Australian financial services (AFS) licence. ...
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