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Showing 81 - 90 of 148 results for "Product Disclosure Statements"

Online tool for evaluating super

STAFF JOURNALIST  |  WEDNESDAY, 30 JAN 2013
... government funds. Holding a comprehensive range of fund publications in one place - including include Product Disclosure Statements, Supplementary Product Disclosure Statements, Annual Reports, Insurance Booklets and Investment Booklets - the tool's ...

Standard Risk Measure misleading

BEN COLLINS  |  TUESDAY, 23 OCT 2012
... the risk measure initiative. The Standard Risk Measure (SRM) was adopted for all new super fund product disclosure statements issued after June 2012. It requires super funds to state the likely number of negative annual returns a fund will experience ...

New hedge fund rules for post-GFC environment

MELANIE TIMBRELL  |  WEDNESDAY, 19 SEP 2012
... then decides where a firm falls in terms of the new product disclosure regime, which has shortened product disclosure statements (PDS) for some products to eight pages. Hedge funds have been left out of the shorter PDS regime due to their complexities. ...

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 ...