Search Results | Showing 1 - 10 of 21 results for "Investor Directed Portfolio Services" |
| | | ... migrations, with year-on-year growth in superannuation net inflows offset by lower net inflows into investor directed portfolio services (IDPS)," HUB24 explained. During the quarter, the platform also increased agreements with 36 new licensees, bringing ... |
| | | | ... has also improved and simplified the structure and language. ASIC Corporations (platforms - investor directed portfolio services (IDPS) and IDPS-like schemes) Instrument 2026/395 will replace the reliefs under Instrument 2023/668 and Instrument 2023/669. ... |
| | | | ... increasing the NTA requirements that apply to other fund operators, such as operators of investor directed portfolio services (IDPSs) and corporate directors of retail corporate collective investment schemes (CCIVs); and the NTA requirements for other ... |
| | | | ... 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. |
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