Fund People Update

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  • UBS unveils leadership team

  • SuperFriend appoints deputy chair, director

  • CareSuper welcomes investment implementation manager

  • Rest appoints credit mandates specialist

  • Aware Super appoints private equity portfolio manager

  • Qantas Super welcomes deputy investment head

  • Praemium appoints chief technology officer

  • Perpetual farewells portfolio manager, two other promoted

  • HESTA welcomes new director

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Fund Regulatory Update

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  • AFSL Group has AFSL cancelled

  • Quantum Funds Management AFSL suspended

  • ASIC takes civil action against American Express over DDO obligations with David Jones credit cards

  • Vanguard receives infringement notices from ASIC over greenwashing

  • Australian Fiduciaries has interim stop orders put on three funds

  • APS Savings interim stop order in place

  • YFYS faith-based super funds performance test leniency removed

  • Crescent Wealth breaches regulatory standards with misrepresented indirect costs

  • Interim stop orders on two Perpetual funds

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Fund People Update

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  • Australian Ethical welcomes CEO of superannuation

  • Frontier appoints head of equities research

  • CareSuper appoints CEO

  • First Sentier welcomes global ESG head, RI specialists

  • JANA appoints GM of strategy and innovation

  • NGS Super welcomes head of transformation, farewells chair

  • Rest appoints new chair

  • Perpetual announces post-acquisition appointments

  • Link Group appoints CFO

  • Zurich appoints chief information officer

  • AustralianSuper welcomes retirement expert

  • AMP appoints CFO

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Fund Product Updates

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  • Class launches Class Trust cloud accounting and administration product

  • Perpetual closes underperforming super options

  • World-first Shariah-compliant ETF launches on London Stock Exchange

  • FHIM launches multi-strategy fund

  • Fidelity International launches future leaders fund

  • Lazard Global Convertibles Fund now open to Australian investors

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Fund Product Updates

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  • Northern Trust announces redeveloped ESG analytics capabilities

  • VanEck to launch four new ETFs

  • Challenger expands annuity range

  • Super funds stop classifying new members as default smokers

  • HESTA consolidating investment options

  • Warakirri announces new retail funds

  • Perpetual launches two new ESG funds

  • Milford launches multi-asset fund to Australian market

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Risk Product, Company and Regulatory Updates as at 19 November 2019

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Risk Product, Company and Regulatory Updates as at 19 November 2019

  • World-first Indigenous digital educational tool launched for industry providers

  • Midwinter launches real-time insurance comparator

  • TAL’s launches diabetes-specific product and mental health tool for super funds

  • BT Life offering 25pc discount on BT Protection Plan lump sum policies

  • Perpetual buys Melbourne risk advice practice

  • CommInsure pleads guilty to hawking

  • Last-minute FASEA Code of Ethics changes

  • ASIC setting up adviser disciplinary body, exemption applied for compliance

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Fund Product, Company and Regulatory Updates as at 26 March 2019

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  • Sunsuper rolls out new online services for advisers

  • Macquarie no longer offering SMSF residential home loans

  • Hostplus partners with Flexstone Partners on private equity emerging managers program in USA

  • MyNorth fees dropped

  • Quinn Emanuel launches shareholder class action against IOOF

  • APRA may publish worst performing super funds, trustees to expect harsher treatment

  • Perpetual launches credit income trust

  • ASIC places Endeavour and Linchpin into liquidation

  • ASIC cancels first AFSLs of those failing to join AFCA

  • ASIC obtains interim injunctions against Forex Capital Trading

  • Westpoint investors will receive $1.5 million after class action

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Fund People as at 22 May 2018

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  • Rest Super appoints senior analyst

  • Perpetual appoints new CEO

  • CBA announces acting CFO

  • PIMCO and Allianz seeking 50 new hires

  • FinTech Australia appoints new CEO

  • New Shadow Minister for Financial Services

  • Westpac appoints new group exec of customer and corporate relations

  • First State Super retiring

  • JP Morgan NZ resigns

  • Blue Sky director resigns

  • Young Leaders in Finance Award finalists announced

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