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Showing 71 - 80 of 83 results for "Target market determination"

DDO nil-reporting rule scrapped

KARREN VERGARA  |  THURSDAY, 16 SEP 2021
... consumers, and their financial situation in relation to the financial product. They must also factor in the Target Market Determination (TMD) for every product sold and that they reach the intended audience. The Association of Financial Advisers general ...

Iress integrates DDO with Xplan

ANNABELLE DICKSON  |  MONDAY, 30 AUG 2021
Iress' design and distribution obligation (DDO) solution will be integrated with Xplan allowing financial advisers who use the software to access Target Market Determinations (TMDs) throughout the entire advice process. Iress' DDO solution has three ...

FSC launches DDO templates

ANNABELLE DICKSON  |  THURSDAY, 8 JUL 2021
... and managed accounts. "Eighteen months ago we started on this time-critical piece of work, designing target market determination templates and data standards for super funds, platforms and wraps, life insurers and fund managers, to help financial services ...

Iress partners with regtech for DDO

ANNABELLE DICKSON  |  FRIDAY, 23 APR 2021
... forward in achieving this." Last month, Morningstar also announced a DDO solution that will allow 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 ...

DDO to simplify general, personal advice

ANNABELLE DICKSON  |  TUESDAY, 30 MAR 2021
... assist advisers in meeting the obligations. Morningstar today announced a solution that will allow 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 ...

Morningstar releases DDO solution

ELIZABETH MCARTHUR  |  TUESDAY, 30 MAR 2021
... compliance costs low for industry participants and consumers is in the taxonomy used to describe a Target Market Determination (TMD)," Morningstar said. "Striving for common data standards and templates across issuers will allow distributors to systematise ...

Iress to deliver DDO solution

ANNABELLE DICKSON  |  TUESDAY, 2 MAR 2021
The financial services software company has announced its plans to launch a technological solution to meet the Design and Distribution Obligations (DDO), commencing 5 October 2021. ASIC's RG 274 Product design and distribution obligations aims to ...

Regulators alert trustees of new obligations

KARREN VERGARA  |  TUESDAY, 15 DEC 2020
... product offerings and how they are designed for a targeted set of consumers. Trustees must review the target market determination (TMD) periodically to ensure that it remains appropriate. The two obligations overlap in the following areas: identifying ...

Design, distribution obligations guide released

KARREN VERGARA  |  FRIDAY, 11 DEC 2020
... the industry prepare for the obligations to take effect on 5 October 2021. Issuers must fill out "target market determination" form to highlight the target market, distribution conditions, and information related to review and monitoring. Following an ...

Government moves to expand design, distribution laws

HARRISON WORLEY  |  FRIDAY, 13 SEP 2019
... explanatory memorandum for the draft regulations, the extension ensures the obligation can now make a target market determination to a financial product "that consists of the rights of a retail client in connection with an investor-directed portfolio ...