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Showing 21 - 30 of 33 results for "Investor Directed Portfolio Service"

Hedge fund returns down 10% in 2014

LAURA MILLAN  |  WEDNESDAY, 1 JUL 2015
... accessed hedge funds through the retail direct channel and 49% through retail indirect through an investor directed portfolio service. The largest net exposure for hedge funds was to listed equities (approximately $26.3 billion), with cash coming in ...

Trading platform bids to raise industry transparency standards

MARK SMITH  |  TUESDAY, 20 AUG 2013
A new initiative calling on all financial services firms to boost transparency has been launched by online trading specialist Saxo Capital Markets Australia (Saxo). Saxo will send a quarterly review to all its clients to check between clients' trading ...

London firm Stratton enters Australian market

LAURA MILLAN  |  MONDAY, 13 MAY 2013
... minimum initial investment is $1 million, although it can be lower if it is done through an Investor Directed Portfolio Service (IDPS).

MDA guidance review will bring coherence and consistency

LAURA MILLAN  |  THURSDAY, 28 MAR 2013
Advisers and fund managers welcome the Australian Securities and Investments Commission (ASIC) review of Managed Discretionary Accounts (MDA) guidance as it will bring coherence and consistency to an under-regulated sector. "The review is a good thing ...

Equity Trustees appoints new business development exec

MARK SMITH  |  FRIDAY, 9 NOV 2012
... the expansion of the distribution team reflects EST's commitment to the growing retail and investor directed portfolio service market.

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 ...