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Showing 21 - 30 of 287 results for "Product Disclosure Statement"

Two more Shield Master Fund advisers banned

MATTHEW WAI  |  FRIDAY, 25 JUL 2025
ASIC has banned another two former financial advisers of MWL Financial Services that were involved in investing clients' superannuation into the Shield Master Fund, as well as other breaches of obligations. Former financial advisers of MWL, Rocco ...

ClearView welcomes underwriting head

MATTHEW WAI  |  MONDAY, 30 JUN 2025
... existing ClearChoice and LifeSolutions policies, as well as to new policies issued before the next Product Disclosure Statement (PDS) update," ClearView said. "They will apply to claims where the condition or symptoms first present on or after 5 June ...

Equity Trustees rapped over the knuckles by ASIC

JAMIE WILLIAMSON  |  THURSDAY, 19 JUN 2025
... entity to the fund, which is managed by Artesian Capital Management. According to ASIC, the fund's product disclosure statement, target market determination and website all stated that the fund invested in green, sustainable and social corporate bonds ...

Shield Master Fund terminated, new receivers for Keystone Asset Management

KARREN VERGARA  |  WEDNESDAY, 16 APR 2025
The Shield Master Fund (SMF) has been terminated while its responsible entity Keystone Asset Management (KAM) has been appointed a new receiver and administrator. The troubled SMF was terminated on April 10 after the new receiver, Alvarez & Marsal ...

Best Australian share funds of 2024: Mercer

ANDREW MCKEAN  |  THURSDAY, 30 JAN 2025
... "Sustained excess growth in earnings and dividends leads to greater returns to shareholders..." The product disclosure statement also said Hyperion structures its portfolios with the security weightings determined by forecasted long-term risk adjusted ...

MA Financial readies first LIT for launch

MATTHEW WAI  |  MONDAY, 20 JAN 2025
... Financial's flagship private credit strategies, MA Financial said. MA Financial has today formally lodged a product disclosure statement with the Australian Securities and Investments Commission (ASIC). Ord Minnett and MA Moelis Australia Advisory have ...

ASIC sues Binance over customer protection failures

ELIZA BAVIN  |  THURSDAY, 19 DEC 2024
... protections under Australian financial services laws. These include the requirement to be provided with a product disclosure statement and access to a compliant dispute resolution scheme. ASIC said Binance was also required to make a target market determination ...

Trustees, advisers have 'insufficient focus' on performance

ELIZA BAVIN  |  WEDNESDAY, 4 DEC 2024
... revealed of the 29 options identified by trustees, 24 had not met the performance benchmark in the product disclosure statement for five or more years. Of those 24 options, 12 were identified under the trustees' own processes for performance monitoring. ...

ASIC flags regulatory guide updates for 2025

ELIZA BAVIN  |  TUESDAY, 26 NOV 2024
The Australian Securities and Investments Commission (ASIC) has announced it intends to update some key regulatory guides in 2025. ASIC said it regularly reviews and updates regulatory guides to ensure they remain simple to follow, effective, current ...

Second bidder enters SelfWealth takeover talks

KARREN VERGARA  |  FRIDAY, 15 NOV 2024
... rules, lodge financial statements on time, abide by ASIC derivative transaction rules, and lodge product disclosure statement in-use notices.