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Showing 31 - 40 of 254 results for "PDS"

Delay breach reporting law: AFA

KARREN VERGARA  |  FRIDAY, 16 APR 2021
... the new regime. "Their feedback suggests that the exclusion of civil penalty matters for the failure to deliver an FSG and a PDS would only marginally decrease the number of breaches that would need to be reported," the AFA wrote in its submission. Another ...

DDO to simplify general, personal advice

ANNABELLE DICKSON  |  TUESDAY, 30 MAR 2021
... Target Market Determination (TMD) data to be backed by the 8300-unit prices daily, 4000 portfolios monthly and hundreds of PDS documents it collects and processes. Iress will also released a DDO solution, with three key features: TMD storage, a messaging ...

Morningstar releases DDO solution

ELIZABETH MCARTHUR  |  TUESDAY, 30 MAR 2021
... TMDs. The company said its TMD data would be backed by the 8300-unit prices daily, 4000 portfolios monthly and hundreds of PDS documents it collects and processes. "We're leveraging this existing connectivity to keep data acquisition and integration ...

AMP announces new managed portfolio partnership

ANNABELLE DICKSON  |  MONDAY, 15 MAR 2021
... period of either five or 10 years "will get their initial investment sum back, irrespective of how the market performs", the PDS shows. Investors that opt to "lock in" can keep investment gains at a designated time if asset growth is greater than the ...

Vanguard finds dirty assets in ESG fund

KANIKA SOOD  |  WEDNESDAY, 24 FEB 2021
... Index Fund and ETF (the fund) continues to align with our investors' expectations. "In the interim, we have amended the PDS and issued a unitholder notice to accurately reflect a description of the methodology used by the fund," it said. Vanguard ...

ASIC suspends RE licence

KARREN VERGARA  |  MONDAY, 8 FEB 2021
... 2019. For the property trust, it failed to comply with the compliance plan in 2012. In 2019, ASIC issued a stop order for a PDS issued for the Investors Exchange Craft Brewery Investment #1, a class of interests in the Investors Exchange Investment Fund ...

AMP launches retirement product

KARREN VERGARA  |  WEDNESDAY, 9 DEC 2020
... period of either five or 10 years "will get their initial investment sum back, irrespective of how the market performs", the PDS shows. The five-year option invests mainly in Australian and international shares (up to 85%) and charges investment fees ...

Responsible entity fined $2m

ELIZA BAVIN  |  FRIDAY, 20 NOV 2020
A court has found Theta Asset Management and its managing director contravened the Corporations Act on multiple occasions in authorising the issues of five defective Product Disclosure Statements (PDSs). The court has ordered Theta to pay a penalty ...

UniSuper revises fees for TTR members

KARREN VERGARA  |  FRIDAY, 30 OCT 2020
... 0.04% for some options after calculating actual costs incurred in FY19 and estimates for FY20. The updated 1 October 2020 PDS shows costs for TTR members have either higher transaction costs or management fees for the following options: Sustainable Balanced ...

Perpetual axes geared investment options

ELIZABETH MCARTHUR  |  THURSDAY, 8 OCT 2020
... increase our cash allocation in the geared options above the maximum cash allocation set out in the investment guidelines in the PDS as we sell out of the underlying funds." Members will be automatically switched into other options with similar asset ...