Search Results | Showing 21 - 30 of 286 results for %22Fee disclosure statement%22 |
| | The Quality of Advice Review's recommendation to abolish Fee Disclosure Statements would be a major win for financial advisers as many continue to grapple with providing accurate documents to clients. The Financial Advice Association Australia general ... |
| | | Superannuation funds need to improve the life insurance they provide members, with ASIC finding trustees have not made sufficient effort to do so since it began targeted work in the area in 2019. Last year, ASIC reviewed the actions of 15 trustees in ... |
| | | ... temporary suspension, valid for 21 days, to prohibit Interactive Brokers from offering, issuing, or giving a product disclosure statement (PDS) and to stop it from providing general advice to retail clients in relation to SYEP Derivatives. The watchdog ... |
| | | ... material improvements for financial advice clients," he said. "Who could possibly disagree with the removal of Fee Disclosure Statements (FDS), removing the mandatory obligation to provide long and complex advice documents and the other reforms that ... |
| | | ... paraplanners believe the cost of advice can be attributed to the SoA or paraplanning itself. The survey showed the average plan fee for a standard comprehensive advice document is around $450 to $650 - around 8% to 12% of the cost of advice stated by ... |
| | | ... fined by ASIC over greenwashing. Vanguard paid $39,960 to comply with three infringement notices related to product disclosure statements (PDS) for the Vanguard International Shares Select Exclusions Index Funds. ASIC noted that the Vanguard International ... |
| | | ... explained its scale assists advisers in reducing investment management fees, branded quarterly reports and product disclosure statements. AMP director of platforms Edwina Maloney said it's been a big year for the North platform. "Throughout 2022 ... |
| | | ... not directly impact a member's account - except for a very small number of low balance members who benefit from capped fee arrangements." Therefore, Crescent Wealth stated that for most of its members, the fund's misreporting against RG97 has ... |
| | | ... correctly, breaching regulatory standards. The finding follows a review by Equity Trustees, of the fund's product disclosure statement provided to members since July 2017. Equity Trustees said the indirect cost ratio disclosed were incorrect and ... |
| | | ... Turning to disclosure documents, Levy has proposed replacing current requirements for advisers to give clients annual fee disclosure statements, seek their agreement to renew fee arrangements and obtain their clients' signed consent to deduct fees ... |
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