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Showing 981 - 990 of 1020 results for "SOA"

CPAs want better SoAs

... Financial Services Reform proposal but has expressed a desire for the government to go further to allow Statements of Advice (SoA) to be less complex and arduous. The accounting body believes the current framework encourages financial service providers ...

ASIC reveals financial services refinement projects

... The first of these is to be completed by August 2005 and aims to provide a working example of a model Statement of Advice (SOA). It will illustrate how an SOA can be put together in clear, concise and effective manner in fewer than 20 pages. ASIC will ...

Guidance on SOAs from ASIC

ASIC has provided guidance on Statements of Advice (SOAs) to help Australian financial services licensees fulfil their obligations under the Corporations Act 2001. The guide is aimed at addressing both content and presentation deficiencies discovered ...

FPA's advice to industry

... offering guidance to its members in developing statements of advice (SoAs). SoAs must accompany personal financial advice given. SoA taskforce chair Corinna Dieters said there was a need for practical guidance, which is clear and concise from FPA members. ...

Mapping the way forward

According to investment analysis conducted by State Street Associates, Managing Director Jeremy Armitage believes the world has entered the 'riot point regime' where cross-border equity flows have now reached a period of contraction typified by a period ...

World oil price hits record high

World oil prices vaulted to record highs today, stirring fears of $US60 a barrel New York crude, as traders sweated over tight US energy stocks and rampant, China-driven demand. New York's main contract, light sweet crude for delivery in December, set ...

Fed policymaker says oil surge "significant shock"

Soaring oil prices now represent a "significant shock" to the US economy but the longer-term impact should be manageable, Federal Reserve policymaker Ben Bernanke said Thursday. The days of cheap oil appeared to be over, he said. New York's main oil ...

ASIC rules out exemptions to Statements of Advice

... Investments Commission (ASIC) has refused to provide any exemption to financial advisers from providing a Statement of Advice (SoA) in time critical situations following a submission from the Financial Planning Association. In response to the FPA submission ...

Market wrap

AAP  |  THURSDAY, 30 SEP 2004
The Australian stock market is expected to open firmer after the local market soared to a fresh record high yesterday. Strong offshore markets are also expected to drive further gains today. On the Sydney Futures Exchange, the December share price index ...

FPA issues member notice and calls for submissions

The Financial Planning Association (FPA) has on Monday released a member update reminding all members of their obligations under the FPA soft dollar code of conduct which takes effect from 1 January 2005. Under the requirements of the FPA code, all ...