Search Results | Showing 71 - 80 of 81 results for "Target market determination" |
| | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ... 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 ... |
| | | | ASIC's new intervention powers - which ultimately aim to protect retail clients - will impose significant regulatory and compliance obligations on product issuers and manufacturers, lawyers warn. A white paper by law firm Hall & Wilcox highlights the ... |
| | | | ... industry, especially when property fund managers already need to consider their compliance measures. The target market determination when creating new funds appears to represent a significant looming challenge for the sector. According to the new law ... |
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