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Showing 541 - 550 of 781 results for "Scope"

Government releases FoFA amendments

LAURA MILLAN  |  FRIDAY, 20 DEC 2013
... interest duty "to explicitly allow for the provision of scaled advice." "The changes will enable advisers to agree on the scope of advice to be provided with their clients, whilst ensuring that the advice is still appropriate for the client," Sinodinos ...

Planners lax on capital protected product advice: ASIC

JAMES FERNYHOUGH  |  WEDNESDAY, 4 DEC 2013
... their obligations to investigate clients' relevant circumstances. The regulator said that advisers had been "narrowing the scope of advice to a single structured product", using a one-size-fits-all approach, and making unsuitable or unjustified gearing ...

Government agnostic on portfolio holdings disclosure

JAMES FERNYHOUGH  |  MONDAY, 2 DEC 2013
... minimum asset size threshold, whereby trustees disclose assets greater than 1% of the total assets of the fund, there is scope to classify assets narrowly, so as to fall under the threshold." While superannuation fund trustees, fund managers and custodians ...

AIA adds Priority Protection range to three platforms

HARRY PAGE  |  THURSDAY, 21 NOV 2013
... as possible for our adviser partners to manage their clients' policies," he said. "Platforms are looking to broaden the scope of their offering to advisers by providing a competitive range of insurance products as a complement to their clients' investments," ...

ASIC's whistleblowing demands too extreme: ACSA

JAMES FERNYHOUGH  |  TUESDAY, 12 NOV 2013

Mercer picks Milestone's APRA reporting solution

JAMES FERNYHOUGH  |  WEDNESDAY, 6 NOV 2013
... regulator, auditor and trustee requirements. "The selection of pControl puts Mercer in a strong position to handle the wide scope of data and reporting challenges presented by this evolving regulatory landscape."

Republicans vote that advisers have no best interest duty

ALEX DUNNIN  |  FRIDAY, 1 NOV 2013
... Republicans to what they believe is regulatory overreach by the Department of Labor (DOL) that is expanding the role and scope of fiduciary duties that apply to official stakeholders involved in pension funds and retirement products, groups it regulates ...

Buy me a house

BENJAMIN ONG  |  WEDNESDAY, 4 SEP 2013
... 'experts' say the RBA is finished cutting rates - it didn't mention in its statement that the inflation outlook provides further scope for easing like it did in July before it cut in August.A Some say maybe one more - it's concerned that the A$ "remains ...

Legg Mason adds SIV funds

MARK SMITH  |  WEDNESDAY, 24 JUL 2013
... most flexible investment approach in Australia to potential SIV applicants. This means significant investors have greater scope to build a portfolio that suits their needs and not be unnecessarily locked down to initial investment decisions," she said. ...

Parliament passes TASA bill

LAURA MILLAN  |  THURSDAY, 20 JUN 2013
... June 30, 2014 and there will be a three year transition period after that date. The government is expected to clarify the scope of tax financial advice definition and its interaction with the current TASA regime. The regulation will exempt tax advice ...