Author Archive for: nicci

Entries by Nicci Chaplin

, ,

The 5 questions you need to ask your clients about sustainable investing

Increasingly, it is no longer enough for advisers to be reactive when clients ask about sustainable investing. It is vital that you have an ESG/Sustainable alternative as part of portfolio recommendations for your clients. We have put together 5 questions you should be asking your clients when discussing sustainable investments ranging from how much clients […]

Managed Accounts on Colonial FirstChoice

Lonsec is pleased to announce the launch of a managed accounts solution for advisers using the Colonial First State (CFS) platform. 12 year track record Active management All underlying funds rated Recommended and Highly Recommended by Lonsec Range of risk profiles No extra cost Lonsec has provided model portfolios on the CFS platform for over 12 […]

Design and Distribution Obligation Regulatory Requirements

Lonsec is pleased to advise that we are supporting the Design and Distribution (DDO) process by making Target Market Determinations (TMDs) available via iRate®, for the funds that we rate. You will be able to access the TMDs within iRate® when the rules become effective on 5 October 2021. As a Distributor, we are required […]

Ambitious targets for the new Lonsec CEO

Lonsec has welcomed key senior appointments with Mike Wright joining as CEO and Kevin Brennan as Chief Information Officer (CIO). These appointments follow the recent renewal of the Lonsec board. Mike has over 25 years’ experience in leading businesses and teams within Financial Services and joined from Xplore Wealth Ltd (ASX: XPL.AX), where he was […]

Important information: Any express or implied rating or advice is limited to general advice, it doesn’t consider any personal needs, goals or objectives.  Before making any decision about financial products, consider whether it is personally appropriate for you in light of your personal circumstances. Obtain and consider the Product Disclosure Statement for each financial product and seek professional personal advice before making any decisions regarding a financial product.