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|Showing 1 - 10 of 15 results for "Investor Directed Portfolio Services"|
|... 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 ...|
|... 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 ...|
|... 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 ...|
|... 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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The $850 billion asset consultant has appointed a co-head of the not-for-profit client sector, nabbing Mercer's Pacific client segment leader for endowments and foundations.
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The federal minister for women has awarded the Financial Planning Association of Australia a mandate to deliver $1.5 million worth of scholarships.
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An ASX-listed financial services firm will acquire Sentry Group for $7 million and add 155 authorised representatives to its books.
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Leaders in the financial services industry have been recognised in the Queen's Birthday 2021 Honours list, with a number from the superannuation sector represented.
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