Search Results | Showing 1 - 10 of 18 results for "Investor Directed Portfolio Services" |
| | ... complainants. The top three products for investments and advice complaints were shares (52%), investor directed portfolio services (11%), and other managed investments (7%). The category "other managed investments" includes managed investments that do ... |
| | | ... continued highlighting Praemium's strategic measures, including the development of its Investor Directed Portfolio Services (IDPS) set for a 2024 launch, and operational transformation review that's expected to yield cost savings. Praemium expects ... |
| | | ASIC is seeking feedback from the investment management sector as it reviews investor directed portfolio services (IDPS) and IDPS-like schemes, with a focus on remaking sunsetting class orders. ASIC has released Consultation Paper 369 (CP369) Remaking ... |
| | | ... changes are also applicable to issuers of investment life insurance products, and operators of investor directed portfolio services (IDPSs) and managed discretionary account (MDA) services. "Trustees can choose to opt-in to the regime from 30 September ... |
| | | ... government has released updated design and distribution obligations, which now extend to investor directed portfolio services (IDPS), basic banking products, products sold in certain situations where the obligations could be avoided, and simple corporate ... |
| | | ... subsidiary BT Financial Group admitted to an error that charged customers fees with respect to Investor Directed Portfolio Services (IDPS)-like products. Such products were administered by Asgard Capital Management, and for certain superannuation products ... |
| | | ... in addition to bank accounts, term deposits, life insurance, managed investment schemes, investor directed portfolio services, securities and even peer-to-peer lending. |
| | | ... in addition to bank accounts, term deposits, life insurance, managed investment schemes, investor directed portfolio services, securities and even peer-to-peer lending. Existing SuperMate or SuperConcepts SMSF administration clients can use the platform ... |
| | | ... assets in all unregistered managed investment schemes issued by the trustee. Operators of investor directed portfolio services will pay a minimum levy of $10,000 which will be graduated based on revenue from activities. For Australian market licensees ... |
| | | ... including general financial product advice and custodial or depository services other than investor directed portfolio services for wholesale clients. ASIC commissioner John Price said: "Licensees are required to lodge financial statements and auditor ... |
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