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Communicating with Clients when you’d rather be somewhere else
As everyone is aware, Standard and Poor's downgraded the US debt from AAA to AA+ on Friday evening. Sourced by IMAP Reprinted with kind permission from Mr Bob Veres http://www.bobveres.com/ As everyone is aware, Standard and Poor's downgraded the US...
- Type: Article
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Communicating with Clients when you’d rather be somewhere else
As everyone is aware, Standard and Poor's downgraded the US debt from AAA to AA+ on Friday evening. Sourced by IMAP Reprinted with kind permission from Mr Bob Veres http://www.bobveres.com/ As everyone is aware, Standard and Poor's downgraded the US...
- Type: Article
- Category: Archive 2014
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Speaking at the IMAP MDA Responsible Manager Masterclass yesterday in Sydney, Toby Potter, IMAP Chair, said that there were 5 key issues that AFSLs need to master in the MDA space. Source: IMAP Media Release: 27 July 2011 Speaking at the IMAP MDA...
- Type: Article
- Category: Archive 2014
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Speaking at the IMAP MDA Responsible Manager Masterclass yesterday in Sydney, Toby Potter, IMAP Chair, said that there were 5 key issues that AFSLs need to master in the MDA space. Source: IMAP Media Release: 27 July 2011 Speaking at the IMAP MDA...
- Type: Article
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Speaking at the IMAP MDA Responsible Manager Masterclass yesterday in Sydney, Toby Potter, IMAP Chair, said that there were 5 key issues that AFSLs need to master in the MDA space. Source: IMAP Media Release: 27 July 2011 Speaking at the IMAP MDA...
- Type: Article
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Speaking at the IMAP MDA Responsible Manager Masterclass yesterday in Sydney, Toby Potter, IMAP Chair, said that there were 5 key issues that AFSLs need to master in the MDA space. Source: IMAP Media Release: 27 July 2011 Speaking at the IMAP MDA...
- Type: Article
- Category: Archive 2014
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IMAP events terms and conditions
Limitation of liability. Information provided by IMAP, its directors, staff, consultants and other sponsors, subscribers or contributors (IMAP contributors) is not intended to be legal or financial advice and IMAP contributors accept no liability and...
- Type: Article
- Category: Archive 2014
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Perpetual chief headlines IMAP relaunch
X and Y could drive the growth of managed accounts, according to Chris Ryan, Perpetual CEO. Speaking at the recent IMAP relaunch, Ryan said the emerging generations’ wanted more transparency from the financial services industry, which played to the...
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Perpetual chief headlines IMAP relaunch
X and Y could drive the growth of managed accounts, according to Chris Ryan, Perpetual CEO. Speaking at the recent IMAP relaunch, Ryan said the emerging generations’ wanted more transparency from the financial services industry, which played to the...
- Type: Article
- Category: Archive 2014
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YBR unveils preferred managers
At the IMAP Sydney Breakfast Meeting last week, Yellow Brick Road revealed its preferred model portfolio providers for its unified managed account platform. Read more...
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YBR unveils preferred managers
At the IMAP Sydney Breakfast Meeting last week, Yellow Brick Road revealed its preferred model portfolio providers for its unified managed account platform. Read more...
- Type: Article
- Category: Archive 2014
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Payments If for any reason you decide within 7 days of payment you no longer want to proceed with the subscription IMAP will refund the amount paid minus a 20% processing cost. Training & Events Notice of 28 or more days: 50% refund 14 - 27 days notice:...
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Payments If for any reason you decide within 7 days of payment you no longer want to proceed with the subscription IMAP will refund the amount paid minus a 20% processing cost. Training & Events Notice of 28 or more days: 50% refund 14 - 27 days notice:...
- Type: Article
- Category: Archive 2014
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portfolio solution based solely on the use of ASX listed securities. Lonsec is therefore pleased to be a sponsor of IMAP and work together with key industry partners to support financial intermediaries to achieve their clients’ investment goals through...
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portfolio solution based solely on the use of ASX listed securities. Lonsec is therefore pleased to be a sponsor of IMAP and work together with key industry partners to support financial intermediaries to achieve their clients’ investment goals through...
- Type: Article
- Category: Archive 2014
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The Institute of Managed Accounts Providers (IMAP) has appointed Toby Potter, a specialist consultant for the Managed Accounts industry, as chairman. IMAP was established by Tracy Byrne who is standing down as chairman but remains on the board. Toby...
- Type: Article
- Author: Super User
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The Institute of Managed Accounts Providers (IMAP) has appointed Toby Potter, a specialist consultant for the Managed Accounts industry, as chairman. IMAP was established by Tracy Byrne who is standing down as chairman but remains on the board. Toby...
- Type: Article
- Author: Super User
- Category: Archive 2014
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IRESS is pleased to continue its support of the managed account industry through its sponsorship of IMAP. IRESS work with clients and industry participants to provide leading portfolio management, market analysis and trading solutions for financial...
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IRESS is pleased to continue its support of the managed account industry through its sponsorship of IMAP. IRESS work with clients and industry participants to provide leading portfolio management, market analysis and trading solutions for financial...
- Type: Article
- Category: Archive 2014
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Subscriber Terms and Conditions
By applying to become an IMAP Subscriber, by signing and returning this page together with payment of the subscription fees or by completing the online subscription application, you agree to the following terms and conditions: As a subscriber you have...
- Type: Article
- Author: Angela
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