Uncategorised

FSC Standards FSC Guidance Notes

AML FATCA and CRS Forms Investment Management Agreements Investment Management Questionnaire Target Market Determination (TMD) Templates

Looking for a ‘lost’ life insurance policy? Trying to find lost life insurance policies can be a headache for people at a time when you don’t need more stress. The Financial Services Council (FSC) is able to assist you in finding a ‘lost’ life insurance policy by contacting our life insurance members and asking them to check their records and contact you if they have a policy or other relevant information. Unfortunately, we are unable to assist with superannuation or general insurance enquiries. For superannuation see below and for general insurance (home, contents, boats, motor cars etc) contact the Insurance Council of Australia on General enquiries: 02 9253 5100 or 1300 728 228 from 8:30am to 5pm Monday to Friday. For us to help you, please copy the text below into an email (including the 8 questions PLUS consent wording), fill in the blanks and email it to us at This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak58819c5b0ad07aed9941e301943105e9').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy58819c5b0ad07aed9941e301943105e9 = 'info' + '@'; addy58819c5b0ad07aed9941e301943105e9 = addy58819c5b0ad07aed9941e301943105e9 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text58819c5b0ad07aed9941e301943105e9 = 'info' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloak58819c5b0ad07aed9941e301943105e9').innerHTML += ''+addy_text58819c5b0ad07aed9941e301943105e9+''; Name of the person enquiring about the policy (your full name): Your contact phone number: Your email address: Full name/s of the person/s insured under the policy: The date/s of birth of the person/s insured:  The date of death of the person/s insured: The last known address/es: Your relationship to the insured person/s: WE NEED YOUR CONSENT - YOU MUST INCLUDE THE FOLLOWING TITLE & TWO PARAGRAPHS IN YOUR EMAIL I give my consent I consent to the Financial Services Council forwarding the above information to their life insurance members to help find any life insurance policies insuring the people named above. I understand that the life insurer may have to confirm that I am entitled to the information sought, including whether I am the person insured, a beneficiary, executor, trustee or guardian of the insured person. OTHER INFORMATION YOU MAY BE SEEKING If your enquiry needs to include superannuation or insurance within superannuation Contact the last-known employer The FSC cannot facilitate this type of search. We suggest that you contact the last known employer and ask them which superannuation fund and which insurer these products may have been administered by.  You should then contact the superannuation fund directly. Search the Australian Tax Office (ATO) website When you can show the Australian Tax Office that you are entitled to the information (again by provision of documentation) it should be able to provide you with the person’s tax file number (TFN) which will enable you to search for unclaimed super on the unclaimed super registers page here. There’s also ATO-held super money and you can search here. If you already have the TFN of the policy holder you can go straight to the link and search. . If you’re affected by the Australian bushfires, your Life Insurer may have relief assistance for you and your loved ones. Read more below: TAL: Supporting the victims and volunteers of the bushfires AMP: Pro bono advice for Australians affected by bushfires AMP: Support for those affected by bushfires MLC Life Insurance announces further premium relief for customers impacted by Australian bushfires Zurich’s immediate bushfire response AIA and CommInsure Life announce QLD and NSW Bushfire Assistance Package . For more RESOURCES, see: Finding lost life policies - Resources. .

5. Get Involved - Further Gender Diversity Resources 5.1 Future IM/Pact Ambassador The FSC is proud to announce that it is an ambassador for the Future IM/Pact industry initiative aimed at attracting more diverse talent into the investment teams of Australia’s leading super funds and fund managers. We know that our ability to build high performing teams depends on attracting and valuing diverse talent who bring different perspectives. Our challenge is the majority of our teams remain very Anglo-Celtic and male-dominated. When we look to hire people for junior analyst positions - our entry-level jobs - the vast majority of candidates are men. We’re determined to change that reality. How? We want to help Australia’s best and brightest problem solvers from diverse backgrounds consider how they can impact the world as an investor. Insights and opportunities to get a foot in the door will also be provided. Our initial focus is on reaching women because their perspectives are most under-represented in our teams. How can you support and enhance the initiative? Achieving the goal depends on growing the initiative's reach and we need the support of industry bodies, universities and professional networks to help share the word. Link to the Future IM/Pact website: https://www.future-impact.com.au/  Subscribe to the newsletter and encouraging your peers and colleagues to do so too: Subscribe Here  Follow Future IM/Pact on social media: Facebook, LinkedIn, or YouTube Watch and share these videos and any other of Future IM/Pact's posts on your social media channels 5.2 F3 - Future Females in Finance F3 is a program specifically designed for young women to uncover what it means to work in the financial services industry. Through education and work experience, we aim to foster and encourage females to take a future career in finance. The F3 program is particularly tailored towards young women in years 10-12 and in tertiary education. F3 is a grass roots, practical and scalable solution to fostering the next generation of talent in the finance industry. .How the program works? For University Studentshttps://www.fthree.com.au/howitworks For School Studentshttps://www.fthree.com.au/school-student-work-experience For Corporate PartnersIf your business would like to tap into the talent of the next generation, feel free to contact This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak77f7dd226ad8140b4588d65519a06877').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy77f7dd226ad8140b4588d65519a06877 = 'camilla' + '@'; addy77f7dd226ad8140b4588d65519a06877 = addy77f7dd226ad8140b4588d65519a06877 + 'fthree' + '.' + 'com' + '.' + 'au'; var addy_text77f7dd226ad8140b4588d65519a06877 = 'camilla' + '@' + 'fthree' + '.' + 'com' + '.' + 'au';document.getElementById('cloak77f7dd226ad8140b4588d65519a06877').innerHTML += ''+addy_text77f7dd226ad8140b4588d65519a06877+''; to discuss how we can help you. If you’d like to find out more and like F3 to come to your school or university, feel free to contact Camilla on the email above or visit www.fthree.com.au . 5.3 30% Club - Growth Through Diversity The 30% Club believes that gender balance on boards and senior management encourages better leadership and governance, as well as contributing to better all-round performance. It is a voluntary and inclusive campaign to achieve 30% women on ASX-200 boards by 2018. The 30% Club collaborates with CEO members, in support of a business led approach, to achieve better gender balance in organisations. More information on the 30% Club Australian Chapter is available here. Follow 30% Club Australia on social media: twitter. . . < Back | Home //

Enhance your career with CIMA® certificationAll individuals in the financial services industry are increasingly being challenged to continue their education and grow their expertise... not just financial advisers! Certified Investment Management Analyst® (CIMA) certification is the peak, international, technical portfolio construction certification program for anyone involved in any aspect of constructing multi-manager portfolios – including sales and marketing professionals from funds management and superannuation firms. It offers an unrivalled opportunity to formally equip yourself with the knowledge, skill and expertise needed to build better quality multi-manager investment portfolios – and, therefore, to help practitioners do so. With practitioners under increasing time pressure as they juggle the demands of business, clients, family and now (for most), a heavy FASEA educational load for years to come, being a Certified Investment Management Analyst® will distinguish you as someone who can genuinely understand and help them with the challenges they face in a key aspect of their role. This seminar will help you understand how being a Certified Investment Management Analyst will enhance your career opportunities – and why you should show the lead with CIMA certification! Event Details0DATE Tuesday 18 June TIME 8.00am - 9.30am VENUE Financial Services Council, King Room, Level 24, 44 Market Street, SydneyREGISTRATION: To register for this event, email us via This email address is being protected from spambots. You need JavaScript enabled to view it. document.getElementById('cloak1e132544f8269c461faebe871aca7006').innerHTML = ''; var prefix = 'ma' + 'il' + 'to'; var path = 'hr' + 'ef' + '='; var addy1e132544f8269c461faebe871aca7006 = 'events' + '@'; addy1e132544f8269c461faebe871aca7006 = addy1e132544f8269c461faebe871aca7006 + 'fsc' + '.' + 'org' + '.' + 'au'; var addy_text1e132544f8269c461faebe871aca7006 = 'events' + '@' + 'fsc' + '.' + 'org' + '.' + 'au';document.getElementById('cloak1e132544f8269c461faebe871aca7006').innerHTML += ''+addy_text1e132544f8269c461faebe871aca7006+''; with "RSVP - CIMA" as the subject line of your response.Speakers includeGraham Rich, Managing Partner & Dean, Portfolio Construction Forum & Executive Officer, CIMA Society of AustraliaKylie Willment, CIMA®, Chief Investment Officer – Asia Pacific, Mercer Australia Sonia Bluzmanis, CIMA®, Portfolio Manager – Equities, BT Financial Group Andrew Heyden, CIMA®, Institutional Business Development Manager, Aberdeen Standard InvestmentsTo find out more about our speakers, click hereGraham RichKylie WillmentSonia BluzmanisAndrew HeydenSponsored By ._ERbj1g7D { position: relative; } ._GwlbZrJE { font-size: 1em; vertical-align: middle; text-align: center; width: auto; height: auto; } ._GwlbZrJE--diamond, ._GwlbZrJE--circle, ._GwlbZrJE--square { width: 50px; height: 50px; line-height: 50px; border: 1px solid; } ._GwlbZrJE--circle { border-radius: 100%; } ._GwlbZrJE--diamond { transform: rotate(45deg); -webkit-transform: rotate(45deg); } ._GwlbZrJE--diamond:before { display: block; transform: rotate(-45deg); -webkit-transform: rotate(-45deg); } ._VWvqNvR9 { vertical-align: middle; } ._qaQP6rvk > a { color: inherit !important; } ._qaQP6rvk > span { font-weight: inherit; } ._qaQP6rvk { word-break: break-word; } ._qaQP6rvk__icon--none i, ._qaQP6rvk__icon--left i { margin-right: 0.3em; } ._qaQP6rvk__icon--right i { margin-left: 0.3em; } ._qaQP6rvk__icon--top i { margin-bottom: 0.5em; } ._qaQP6rvk__icon--top > span, ._qaQP6rvk__icon--top > a, ._qaQP6rvk__icon--top > span[data-empty][contenteditable] { display: block; } ._qaQP6rvk [class*="--diamond"] { margin-right: 1em; } ._7XqAY8_A > span:last-child { line-height: inherit; } ._7XqAY8_A[class*="dropcap--"] > span:first-child { display: block; margin-right: 10px; float: left; font-size: 2em; background: #919da9; color: black; width: 50px; height: 50px; line-height: 50px; } ._7XqAY8_A[class*="dropcap--"]:not(.dropcap--none) > span:first-child { margin-right: 20px; text-align: center; } ._7XqAY8_A.dropcap--none > span:first-child { text-align: inherit; line-height: 1 !important; width: auto !important; height: auto !important; background: none !important; border-radius: 0; } ._7XqAY8_A.dropcap--circle > span:first-child { border-radius: 100%; } ._7XqAY8_A:not([class*="dropcap--"]) > span { margin-right: 0 !important; } ._7XqAY8_A ol, ._7XqAY8_A ul { list-style-position: inside; } ._7XqAY8_A blockquote { font-size: inherit; } ._O689JW7n { position: relative; } ._pDNE0kYl { position: relative; } ._pDNE0kYl { margin: 0 -15px; } ._DblQBlAM { position: relative; } ._DblQBlAM { clear: both; } ._DblQBlAM[data-parallax="true"] { position: relative; background: none !important; } ._DblQBlAM__parallax { position: absolute; top: 0; left: 0; width: 100%; height: 100%; overflow: hidden; pointer-events: none; background-size: cover !important; background-repeat: no-repeat; } ._DblQBlAM { box-sizing: border-box; padding: 15px 0; position: relative; } ._DblQBlAM[data-container] ._DblQBlAM__container { padding-left: 15px; padding-right: 15px; width: auto; margin: auto; box-sizing: border-box; } ._DblQBlAM .pf-parallax__img { position: absolute; object-fit: cover; top: 0; left: 0; width: 100%; height: 100%; z-index: -1; } ._epNwrNGv { position: relative; overflow: hidden; display: inline-flex; justify-content: flex-start; align-items: flex-start; vertical-align: middle; max-width: 100%; } ._epNwrNGv picture { width: 100%; } ._epNwrNGv img { display: inline-block; object-fit: cover; max-width: 100%; max-height: 100%; height: auto; text-align: center; width: 100%; vertical-align: middle; position: unset; } ._epNwrNGv img.pf-placeholder-svg{ min-width: 150px; } ._epNwrNGv.image--rounded { border-radius: 10px; } ._epNwrNGv.image--circle { border-radius: 100%; } ._epNwrNGv[data-action], ._epNwrNGv[data-event] { cursor: pointer; } @media all { .__pf_mckel ._P9V2C3ZR[data-id="_P9V2C3ZR"] { font-size: 15px; } .__pf_mckel ._QZw6C6Z7[data-id="_QZw6C6Z7"] { font-size: 15px; } .__pf_mckel ._0J8Ahx43[data-id="_0J8Ahx43"] { text-align: left; } .__pf_mckel ._WMOwCdMw[data-id="_WMOwCdMw"] { font-size: 15px; } .__pf_mckel ._ajaWInjG[data-id="_ajaWInjG"] { width: 200px; } .__pf_mckel ._BZdPCV4Z[data-id="_BZdPCV4Z"] { width: 200px; text-align: center; } .__pf_mckel ._njrPIOyX[data-id="_njrPIOyX"] { width: 200px; } .__pf_mckel ._2YlwCpQZ[data-id="_2YlwCpQZ"] { width: 200px; text-align: center; } .__pf_mckel ._dy6PIwpz[data-id="_dy6PIwpz"] { width: 200px; } .__pf_mckel ._KNnPCz6N[data-id="_KNnPCz6N"] { width: 200px; text-align: center; } .__pf_mckel ._QMN8IqyX[data-id="_QMN8IqyX"] { width: 200px; } .__pf_mckel ._BM_XCXr9[data-id="_BM_XCXr9"] { width: 200px; text-align: center; } .__pf_mckel ._x9LmCywY[data-id="_x9LmCywY"] { font-size: 15px; } .__pf_mckel ._bMQaIDb4[data-id="_bMQaIDb4"] { width: 400px; } } @media only screen and (max-width: 767px) { } @media only screen and (min-width: 768px) and (max-width: 991px) { } @media only screen and (min-width: 992px) and (max-width: 1199px) { } @media only screen and (min-width: 1200px) { } window.__pagefly_options__=window.__pagefly_options__||[],window.__pagefly_options__.push({"isBackend":false,"isPreview":false,"key":"helper","css":[{"key":"fontawesome","url":"https://maxcdn.bootstrapcdn.com/font-awesome/4.7.0/css/font-awesome.min.css","elements":["Icon","Tabs","Slider","Accordion","MailChimp","Form","Heading","Button"]}],"js":[],"page_id":"479"});

Membership Services are currently unavailable. You may continue to use the non-member pages of this site, until the Membership service is restored. HOME