Search Results | Showing 61 - 70 of 332 results for %22Best Interest Obligation%22 |
| | | ... factor in the low level of uptake. This reflects a combination of issues with respect to what is expected to comply with the Best Interests Duty (BID) and the uncertainty created by Standard 6 of the Code of Ethics," the AFA said. The group said advisers ... |
| | | | ... government's superannuation plan for homebuyers seemed a compelling proposition, but concrete analysis has revealed that at best it's only a marginal measure. The Financial Planning Association of Australia (FPA) has applauded both major parties for ... |
| | | | ... from Russian assets. By providing guidance, we aim to ensure that divestment occurs in a way that is consistent with the best financial interests of members and trustees' legal and fiduciary obligations." The guidance outlines exactly what constitutes ... |
| | | | ... canvassing a network of financial advisers in a bid to maintain the client relationship and help them "deliver on their best interest obligations". KPMG estimates that the average premium increase per policy for risk products in the year to 31 December ... |
| | | | ... to ensure RSE licensees remain focused on improving outcomes for members, consistent with their obligation to act in the best financial interests of beneficiaries, APRA said, with a new standard expected in 2023. In terms of retirement income, APRA said ... |
| | | | ... of advice delivery. It can include delivery of personal advice with a Statement of Advice that complies with the best interest duty and related obligations. "From the perspective of Ignition Advice, if a serious step change is to be made towards achieving ... |
| | | | ... to reassess their super arrangements. "The trustees of APRA-regulated superannuation funds have a legal duty to act in the best financial interests of their members, and APRA is working hard to ensure they fulfil that obligation," Cole explained. "That's ... |
| | | | ... corporate regulator, Betalli, who was authorised by HNW Planning, was found to have failed to provide advice that was in the best interests of his clients and appropriate for them. "ASIC found that Betalli failed to keep adequate records and gave non-compliant ... |
| | | | ... following persistent underperformance. APRA has imposed additional licence conditions on the super fund in order to protect the best financial interests of members, the regulator said. Under the conditions, Christian Super must merge with a bigger, better ... |
| | | | ... is provided and what advice that is not provided, the implications of this, and why such an approach was taken. Advisers' best interests duty and related obligations apply when giving limited advice. "The same rules apply to all personal advice, regardless ... |
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