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Showing 1 - 9 of 9 results for "CRS"

Carrara Capital picks SS&C GlobeOp as fund administrator

CASSANDRA BALDINI  |  THURSDAY, 27 OCT 2022
... including fund administration, investor services, Australia tax management, and Foreign Account Tax Compliance Act (FACTA/CRS) reporting. The fund aims to generate consistent risk-adjusted returns investing across currencies, fixed income, global equities ...

Super fund documents unreadable: Study

JAMIE WILLIAMSON  |  FRIDAY, 29 OCT 2021
... superannuation funds have performed dismally in an analysis of readability, with an average score of 45.6 out of a possible 100. Ethos CRS analysed 80 different documents published online by the 10 largest industry funds and 10 largest retail funds. ...

SEC adopts retail investor protection package

KARREN VERGARA  |  THURSDAY, 6 JUN 2019
... investors from financial advisers who put their self-interests first. Under the new rules called Regulation Best Interest and Form CRS Relationship Summary, retail investors will be able to make better informed decisions about financial products and ...

US regulator to extend fiduciary rule

JAMIE WILLIAMSON  |  FRIDAY, 20 APR 2018
... proposing that brokers and advisers be required to provide all clients with a standardised disclosure statement known as Form CRS outlining services, fees and any conflicts of interest. It would also limit the ability of certain brokers to refer to themselves ...

Asset managers gearing for growth in 2018

KARREN VERGARA  |  MONDAY, 19 MAR 2018
... structures. For example, the US recent tax reforms, the Foreign Account Tax Compliance Act (FATCA) and Common Reporting Standard (CRS) rules for sharing of tax information about individuals between countries are producing greater reporting burden. PwC ...

Australia and Switzerland agree tax crackdown

MARK SMITH  |  WEDNESDAY, 4 MAR 2015
... fight against evasion and automatically exchange information with Switzerland based on the OECD's common reporting standard (CRS)." Australia and Switzerland will also explore opportunities to improve provision of financial services between the two countries. ...

Radar Results creditors meeting to go ahead

ALICE URIBE  |  MONDAY, 15 APR 2013
... place tomorrow, less than two weeks after the financial planning consultancy company was placed into liquidation. Liquidators CRS Warner Kugel will lead discussion about whether to appoint a committee of inspection and whether to appoint another party ...

Vanguard makes index switch

MELANIE TIMBRELL  |  WEDNESDAY, 3 OCT 2012
In the largest international index provider benchmark switch ever, Vanguard is moving six international stock index funds from MSCI to FTSE and 16 US stock and balanced index funds to new benchmarks developed by the University of Chicago. Robin Bowerman ...

CSRF supports Catholic Schools Week

RUTH LIEW  |  WEDNESDAY, 4 MAR 2009
The Catholic Superannuation and Retirement Fund is partnering with Catholic Schools Week in 2009 to help boost super and financial literacy. This year marks the third time CRSF will be supporting the dioceses of New South Wales and ACT in their promotion ...
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