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Showing 71 - 80 of 192 results for "Approved Product"

DomaCom to ease issue of retirement funding

JAMIE WILLIAMSON  |  FRIDAY, 28 JUL 2017
... date, DomaCom has successfully completed 43 property crowdfunding transactions and has been admitted on to the approved product list of 43 adviser groups representative of about 240,000 clients.

FPA supports ASIC independence definition

KARREN VERGARA  |  FRIDAY, 30 JUN 2017
... ASIC's definition, very few licensees or advisers would qualify as independent, regardless of how broad their approved product list is. ASIC said it acknowledges the uncertainty the definitions raise in the financial advice industry and will give advisers ...

Independence definition too restrictive: AFA

ALEX BURKE  |  WEDNESDAY, 28 JUN 2017
... ASIC's definition, very few licensees or advisers would qualify as independent, regardless of how broad their approved product list is. "This is a very restrictive definition that includes a range of factors that in our view do not impact upon what we ...

Hassle-free housing investment

JAMIE WILLIAMSON  |  FRIDAY, 2 JUN 2017
... from the bank." SQM Research recently awarded BRICKX Trusts a 'Superior' rating, allowing them to be included on approved product lists. "To be awarded a Superior rating at the first review is a testament to the thought that has gone into creating the ...

ClearView slams APL standard

KARREN VERGARA  |  TUESDAY, 18 APR 2017
Listed financial advice firm ClearView criticised the Financial Services Council's life insurance approved product list draft standard as superficial and ineffectual, saying it will only allow sub-par practices to continue. ClearView managing director ...

FSC launches draft APL standard for risk advice

ALEX BURKE  |  THURSDAY, 13 APR 2017
The FSC is debuting its draft life insurer approved product list standard, the final version of which will become mandatory for all members. The goal of the FSC's APL standard is to increase competition among life insurers and reduce potential conflicts ...

Property manager creates unlisted fund

JAMIE WILLIAMSON  |  TUESDAY, 28 FEB 2017
... capital from Centuria Capital. Its view is to acquire direct assets as it grows and be made available on the approved product lists of large dealer groups and wrap platforms. The fund has been developed in response to demand from investors and planners ...

Landmark advice reforms pass Senate

EMMA RAPAPORT  |  FRIDAY, 10 FEB 2017
... insurance reform is now complete. "The Life Insurance Framework is wider than the Bill. It includes broadening Approved Product Lists, simplifying Statements of Advice, and very importantly a life insurer Code of Practice. Progress has been made in these ...

SQM upgrades Trilogy Monthly Income Trust

EMMA RAPAPORT  |  TUESDAY, 7 FEB 2017
... of a star from last year. The superior rating, which classifies the trust as 'suitable for inclusion on most approved product lists', was awarded due to a combination of competitive management, investment acumen and strong liquidity. "We couldn't be ...

Winston Capital expands west

KERRIE SYDEE  |  THURSDAY, 1 DEC 2016
... service levels to our clients," Fairweather said. "Because the funds we represent are now listed on multiple Approved Product Lists; are included on most major wrap platforms and have the necessary ratings in place, it is simply a good time to make the ...