Fund People Update

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  • QSuper/Sunsuper merger executive team announced

  • IIG loses head of capital raising and investor relations

  • Citi promotes head of capital markets

  • FSC and AFCA appoint life code compliance committee chair

  • AFCA appoints lead ombudsman, insurance, small business

  • Rest welcomes new CFO

  • KPMG appoints new National Executive Committee

  • BlackRock joins institutional and retail distribution teams

  • IFM Investors welcomes new board member

  • IOOF appoints chief asset management officer

  • UniSuper welcomes new CEO

  • Future Fund appoints board member

  • LGIAsuper CEO position filled, leadership team announced

  • JANA welcomes head of sustainability

  • WTW director of investment research for private markets departs

  • AMP executive retiring

  • Praemium CEO departs

  • ASX deputy CEO resigns

  • AIST Trustee of the Year 2020

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Risk Company Updates

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  • Venture Financial Advisers joins Count Financial

  • BT retires grandfathered life commissions

  • CBA opens Amsterdam office

  • Insight Investment Partners launches tech dealer group

  • Focus Financial Planners buys up Australian financial advice firms

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Fund Company Updates

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  • IOOF halts AET purchase

  • WA Super and Aware Super merger complete

  • S&P to buy out analytics provider competition for $60bn

  • HESTA and Australian Unity partner through social impact trust

  • BlackRock to acquire equity index firm

  • Australian Unity owes employees at least $4.25m

  • Wells Fargo eyeing up Australian superannuation funds

  • Hostplus outsources service centre to Link Group

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Fund People Updates

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  • FSC appoints new board member

  • Statewide Super welcomes chief technology officer

  • Rest appoints three investment board committee members

  • UN PRI appoints head of Australia and New Zealand

  • Australian Ethical loses head of people and culture

  • Meat super CEO retires

  • QSuper chief leaves after reorganisation of advice arm

  • IOOF loses fund operations head

  • IFM Investors farewell executive director

  • Forrester Research 2020 Australia Superannuation Customer Experience Index awards

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Fund Product, Company and Regulatory Updates as at 26 May 2020

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  • Referral program for super funds, accountants and services with dealer groups launched

  • Challenger launches new retirement tool

  • Russell adds new retirement service from fund member research

  • Martin Currie launches sustainable equity strategy

  • Saxo Markets launches loyalty program

  • CBA sells half of CFS

  • Merging super fund tax relief to stay

  • Westpac files defence in Federal Court for AUSTRAC allegations

  • Liquidation funders to hold AFS licences

  • ERS withdrawals hit $10bn

  • IOOF settles class action

  • AMP launches new ESG-focused managed portfolio via MyNorth

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Fund People as at 2 March 2020

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Fund People as at 2 March 2020

  • WTW announces leadership appointments

  • IOOF restructures leadership team

  • Challenger appoints co-general managers

  • FTSE Russell announces head of sustainable investment, Asia Pacific

  • First State Super appoints chief risk officer

  • Tribeca portfolio manager resigns

  • LGIAsuper loses long-serving executive

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Fund Product, Company and Regulatory Updates as at 24 December 2019 - 7 January 2020

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Fund Product, Company and Regulatory Updates as at 24 December 2019 - 7 January 2020

  • TPT Wealth launches new platform for digital services

  • BetaShares launches new diversified ETFs

  • Iress buys blockchain comms platform

  • Halifax Investment Services AFS licence further suspended

  • Second consultation package for Superannuation Data Transformation released

  • Pershing Securities charged with breaching client money obligations

  • HESTA pushing for simpler super splitting

  • APRA approves IOOF to hold controlling stake in OnePath Custodians

  • Avanteos with extra licence conditions after charging fees to dead members

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Risk Product, Company and Regulatory Updates as at 17 December 2019

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Risk Product, Company and Regulatory Updates as at 17 December 2019

  • AMP introducing annual advice agreements for ongoing advice

  • MLC Life switched for OnePath by Qantas Super

  • Madison Financial Group rebranding to Sargon Adviser Services

  • Standford Brown buys World Square FS

  • ASIC files proceedings against TAL for IP claim handling

  • APRA: IOOF acquisition of OnePath Pensions and Investments approved

  • Westpac update

  • New elder abuse register

  • ASIC banning life insurance cold calling

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Risk Product, Company and Regulatory Updates as at 22 October 2019

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Risk Product, Company and Regulatory Updates as at 22 October 2019

  • Digital advice firm drops two robo-advice tools

  • IOOF buying OnePath at discounted price

  • Myonlineadvisers closes its doors after advisers leave

  • Grandfathered commissions bill passes into law

  • Colonial First State facing two class actions in a week

  • FASEA clarifies code of ethics

  • Westpac class action launched

  • ANZIIF and LIPSWG establish professional standards framework

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