Search Results | Showing 1 - 10 of 174 results for "Approved Product List" |
| | | ... Anderson said. To improve, Anderson said licensees must assess products before they had put them onto an approved product list (APL), stating that they can't just rely upon research houses, or products that were included on the investment menu of ... |
| | | | Generation Development Group (GDG) saw strong returns across all its business lines in the six months to 31 December 2025, with net profit after tax growing 63% to $20.1 million in the period. The group is now targeting even better performance in the ... |
| | | | ... alleges Interprac did not have an adequate process for approving financial products to be placed onto its approved product list (APL), relying entirely on minimum ratings from external research as a basis for APL inclusion. Court documents show Interprac ... |
| | | | ... group or licensee, insist on a fund having an acceptable research rating before they'll add it to their approved product list (APL), even though the rating itself is essentially only a rubber stamp, with the potential that report is not read fully, or ... |
| | | | ... representations of Shield's performance; and failing to properly assess Shield before adding it to the firm's approved product list. ASIC said MWL also did not disclose its use of lead generators and failed to advise clients of their rights to ... |
| | | | ASIC fired a stern warning to superannuation funds about "passing the buck" to financial advisers and shedding responsibility for overlooking dodgy investment options as the fallout from the Shield Master Fund and First Guardian Master Fund mounts to ... |
| | | | ... initiatives. She joined Schroders as an analyst from Insignia Financial, where she spent seven years developing an approved product list and model portfolios for advisors. In the role, she was tasked with conducting due diligence on a broad range of ... |
| | | | ... benefit opportunities, noting it was selected as the sole external lifetime annuity provider on UniSuper's approved product list. The firm also said it "continued to deepen its relationship with advisers" with quotes for Lifetime and CarePlus products ... |
| | | | Generation Development Group's (GDG) underlying net profit after tax rose 55% to $11.2 million in FY24. Its subsidiary, Generation Life, chief executive Grant Hackett said FY24 proved to be another year of outperformance for the company, "surpassing ... |
| | | | ... AMP Advice into a sustainable, standalone advice business. We introduced a new service model, opened the approved product list, reduced operating costs and improved services to advisers which has significantly lifted adviser satisfaction. At the same ... |
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