managed accounts

ASIC Update 8th December 2019 Dr Rhys Bollen, Senior Executive Leader of the Investment Manager Team within ASIC spoke at the Professional Planner Researchers Forum. Read on for IMAP's view of the high level takeouts from his presentation and  considerations for licensees who advise on managed accounts.

Updated guidance gives more clarity on how superannuation & managed investment product issuers & platform operators should disclose fees & costs.

IMAP coordianted a submittion from teh managed accounts industry as a response to the Royal Commission Interim Report to illustrate that managed accounts can have positive putcomes for the end investor. This submission makes reference to 5 of the particular issues raised in the Interim Report

IMAP announces that Phase One of the Managed Accounts industry initiative to develop Data Standards is complete.

A key finding of the inaugural Digital Wealth Report released by Investment Trends is that banking relationships are being redefined.

Jonathan Hoyle AFP® discusses three highly significant developments that have all but made essential the need for discretionary, professional portfolio management.

Following Perpetual Corporate Trust’s appointment as the responsible entity (RE) of global fund administrator Mainstream Group’s Separately Managed Account (SMA), the platform has been fully operational and delivering benefits to clients since May 2019, with initial commitments greater than $150 million.