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Showing 391 - 393 of 393 results for "Personal advice"

ASIC releases policy and extends deadline on dollar disclosure

... the single fee measure proposed by the Federal Government. Dollar disclosure dictates that people who provide personal advice and product issuers must disclose any costs, fees, charges, expenses benefits and interests as dollar amounts. These items are ...

Sunsuper snowballs its education and financial planning services

... Snowball's financial planning unit CIS, an annual fee for education and advice services. Any member requesting personal advice will be charged a fee-for-service in the same pay for advice model for Sunsuper's Queensland members. "We see this arrangement ...

ASIC clarifies conduct and disclosure obligations for financial planners

... came into effect on March 11 2002. "The new obligations are designed to ensure that investors are given suitable personal advice, and that they are adequately informed about the adviser and the advice they receive through the Financial Services Guide ...