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Showing 81 - 90 of 145 results for "Product Disclosure Statements"

J.P. Morgan launches risk measure tool

BEN COLLINS  |  THURSDAY, 30 AUG 2012
... superannuation funds working to comply with guidance on the disclosure of investment risk, in the new Shorter Product Disclosure Statements. WSS's Online Portfolio Analytics Lab (OPAL) is targeted at funds that need to comply with the guidance from the ...

FSC, ASFA endorse APRA's risk measure stance

MELANIE TIMBRELL  |  WEDNESDAY, 29 AUG 2012
... have restated their support for the implementation of the standard risk measure (SRM) in shortened product disclosure statements. The support is in contrast to strong opposition presented by an alliance composed of the Actuaries Institute, the Industry ...

ACSA lends weight to ASIC tech focus

MELANIE TIMBRELL  |  THURSDAY, 2 AUG 2012
... believes that a more prudent measure would be to better describe the role of the custodian within the Product Disclosure Statements which are issued by superannuation fund trustees and managed investment scheme operators, to ensure consumers are more ...

AAT confirms ASIC planner ban

ELISE BURGESS  |  FRIDAY, 16 MAR 2012
... included failure to have a reasonable basis for advice, failure to provide statements of advice or product disclosure statements, making statements that were false and misleading in a material particular and inducing clients to deal in financial products ...

Confusion over APRA risk disclosure guidance

MELANIE TIMBRELL  |  WEDNESDAY, 22 FEB 2012
The regulator-preferred expression of risk in product disclosure statements seems to elicit more consumer mistakes than other presentation methods, according to research from the University of Technology Sydney. Speaking at an Investment Management ...

MLC cuts PDS down on flagship products

ELISE BURGESS  |  WEDNESDAY, 18 JAN 2012
... already releasing a short-form PDS for its MLC MasterKey Business Super in November last year. The Product Disclosure Statements (PDSs) for the MLC MasterKey Super & Pension Fundamentals and MLC MasterKey Super & Pension products will be available from ...

Advance embarks on multi-blend approach

ELISE BURGESS  |  TUESDAY, 23 AUG 2011
... International and Wellington, will co-manage the fund. In line with new regulatory requirements, the Product Disclosure Statements (PDS) for the all Advance funds are limited to eight pages of standardise disclosure documentation with the minimum wholesale ...

JB Global submits to independent review

ALISON BEVEGE  |  TUESDAY, 19 JUL 2011
... Investment Services, said most product issuers and fund managers had questions from ASIC regarding product disclosure statements (PDS) in the past year. He said all concerns raised related to just one PDS from 2010 out of more than 20 launched with the ...

Paraplanners master SoAs with COIN

MATT WOODINGTON  |  TUESDAY, 22 FEB 2011
... which begin in Sydney in March, offer guidance on understanding products, portfolio construction and product disclosure statements.

BT Wrap releases plain English investor guide

ELISE BURGESS  |  TUESDAY, 16 NOV 2010
BT Wrap joins the campaign to make product disclosure statements much easier to understand through its new Investor Guide. Launched after six months of intensive customer research, the BT Wrap Investor Guide is part of BT Wrap's focus on innovation ...