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Showing 61 - 70 of 145 results for "Product Disclosure Statements"

ASIC warns super trustees

DARREN SNYDER  |  TUESDAY, 15 SEP 2015
... Services Licence (AFSL). Trustees were also warned about the presentation of rollover forms attached to product disclosure statements that may have given new members the impression they were required to rollover their existing superannuation accounts ...

ASIC issues digital disclosure guidance

ALEX DUNNIN  |  TUESDAY, 28 JUL 2015
... preferences, with ever increasing numbers of people transacting digitally," he added. "The changes mean product disclosure statements (PDS) and other financial services disclosure documents will be delivered to consumers digitally as the default option ...

Queensland director banned for two years

DARREN SNYDER  |  FRIDAY, 10 JUL 2015
... 2014, David Hodgson of Exalt Global Funds Limited was found to have made misleading statements in product disclosure statements; did not keep proper financial records for the Paladin Monetizer Fund; and did not lodge several financial reports with ASIC. ...

Macquarie refunds $5.5m after 13-year system errors

ALEX BURKE  |  WEDNESDAY, 17 JUN 2015
... errors occurred in the Macquarie Wrap platform and included charging fees over the maximum amount in product disclosure statements and applying insufficient GST credits. Macquarie worked with ASIC, appointing independent consultant Deloitte, to investigate ...

PROFILE: IOOF managing director Chris Kelaher

LAURA MILLAN  |  WEDNESDAY, 3 JUN 2015
... involved in what was then called the prescribed interest regime or prospectuses, and we now know as product disclosure statements. That interest brought him under the umbrella of Citibank, which was then introducing its Citi Funds product in Australia ...

APRA releases super reporting standards

DARREN SNYDER  |  WEDNESDAY, 29 APR 2015
... relate to the reporting of investment data and data that is otherwise required to be included in Product Disclosure Statements for MySuper products. In a statement APRA said it has also deferred the reporting of some investment performance data until ...

ASFA supports ASIC electronic disclosure consultation

ALEX BURKE  |  THURSDAY, 22 JAN 2015
... consent to deliver disclosures via email to clients, and facilitating the use of more innovative Product Disclosure Statements (PDSs). At the same time, ASFA cautioned that any regulatory provisions for electronic disclosures should be "technology-neutral" ...

Manage super on the go with new Wealthtrac app

MARK SMITH  |  TUESDAY, 28 OCT 2014
... 2013," Johnson continued. Via the new app, members will be able to monitor daily performance, access product disclosure statements, get the latest industry news, register for direct share research, find their nearest adviser and access useful education ...

Research houses to blame for advice catastrophes: AIOFP

LAURA MILLAN  |  FRIDAY, 9 MAY 2014
... manufacturer." It suggested that advisers fund a panel of research houses that would examine new product disclosure statements before they're released to the market. "This business model will force advisers to fund research, force research houses to ...

Consumers reluctant to use online advice

LAURA MILLAN  |  WEDNESDAY, 23 APR 2014
... for this information online and 7% doing it offline. The survey also showed that consumers read product disclosure statements (PDS) online (21%) more than they do on paper (15%). As many as 75% of Australians were open to conducting wealth management ...