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Showing 1 - 10 of 15 results for "Investor Directed Portfolio Services"

ASIC delays RG97 again

KARREN VERGARA  |  THURSDAY, 10 SEP 2020
... 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 moves to expand design, distribution laws

HARRISON WORLEY  |  FRIDAY, 13 SEP 2019
... 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 ...

Royal Commission challenges super regulators

KARREN VERGARA  |  TUESDAY, 28 AUG 2018
... 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 ...

SuperConcepts ramps up digital transformation

KARREN VERGARA  |  WEDNESDAY, 17 JAN 2018
... in addition to bank accounts, term deposits, life insurance, managed investment schemes, investor directed portfolio services, securities and even peer-to-peer lending.

SuperConcepts launches admin tool

KARREN VERGARA  |  TUESDAY, 28 NOV 2017
... 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 ...

ASIC outlines industry funding costs

ALEX BURKE  |  MONDAY, 9 OCT 2017
... 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 ...

Poor compliance sees AFSL suspended

JAMIE WILLIAMSON  |  MONDAY, 1 MAY 2017
... 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 ...

HUB24 partners with $3.4bn independent dealer group

LAURA MILLAN  |  TUESDAY, 27 OCT 2015
... practices will gain access to HUB24's white label platform, which include both superannuation and investor directed portfolio services (IDPS) with fully integrated custodial and non-custodial assets. They will also use the platform's consolidated reporting ...

Endeavour joins new OneVue platform

ALEX BURKE  |  WEDNESDAY, 7 OCT 2015
... the Linchpin Capital Group, will use the platform to support its superannuation fund and investor directed portfolio services. "OneVue is pleased to be able to assist this fast growing group to provide a fit for purpose solution for its advisers through ...

Trading platform bids to raise industry transparency standards

MARK SMITH  |  TUESDAY, 20 AUG 2013
... stringent adaptation of the ASIC Class Order (CO 02/294) from 2008 for businesses offering Investor Directed Portfolio Services (IDPS). Saxo's Australian chief executive Anthony Griffin said investors were not always given a complete picture about the ...
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