Archive for October 2021

Australia’s Reopening & Enticing Opportunities Join Paul Zwi and John Abernethy as they discuss the opening of the Australian economy, China’s changing pace of growth and where value lies in the commodity sector. John also states his view on the Australian financial sector and related areas of potential concern.       In this Edition…

The Advice & Governance Team held a webinar series which walked through some of the requirements of DDO and what the Adviser obligations entail. If you were unable to attend any of these webinars, please view the recordings HERE.    In the new world of DDO, distributors (ie Advisers and Madison) must take reasonable steps that…

We recently launched our “Adviser’s Guide to Socially Responsible Investing” which we circulated in the last edition of our newsletter. We also recorded a quick video explaining what the guide covers and how this interacts with the APL enhancements we have made. You can find the guide here and the video can be played below.…

A message from Jaime – 29.10.21 by Jaime Johns   In this Edition ·        A message from Jaime ·        PI Insurance Attestation – Important Action ·        Madison Annual Conference 2021 ·        Madison APL & Adviser’s Guide to Socially Responsible Investing ·        The View from Clime ·        Design & Distribution Obligations ·        Dynamic SoA and Fact…

Madison is in the process of renewing our PI Insurance Policy. A requirement of PI renewal is to inform our PI Insurer of any known facts and circumstances that may give rise to a claim. It is a requirement of your authorisation with Madison to notifying us of any potential claim within 5 business days and…

As mentioned in the most recent Investment and Insurance committee newsletter article we have introduced an ESG filter to the APL. This filter is based on the Mercer ESG ratings. Whilst the investments captured within this filter are by no means the only ESG focused options available, they can provide a good starting point. We…

    We are working towards a hybrid virtual/ in person event to take place on 18 November across Sydney, Brisbane, Melbourne and Adelaide. As workshop collaboration is crucial to the forum we feel it’s important to be able to have the face to face interaction with your peers in order to get the most…

Thank you for joining us for the Virtual Express Experts – IP APRA Sustainability Measures. Please see the below links to videos and presentations from the sessions; AIA – Video   Metlife – Video   TAL – Video   OnePath / Zurich – Video Talk to the specialists – register now for Zurich’s virtual IDII Q&A It’s…

Click below to watch a message from Jaime. A Message from Jaime – Madison Newsletter 15 October 2021 by Jaime Johns In this Edition ·        A message from Jaime ·        Welcome to Sharon Dzodzadinov ·        Madison Investment & Insurance Committee News ·        The View from Clime ·        Design & Distribution Obligations ·        Making the most…

Please join us in welcoming Sharon Dzodzadinov our new Head of Advice to the Madison Community   In this Edition ·        A message from Jaime ·        Welcome to Sharon Dzodzadinov ·        Madison Investment & Insurance Committee News ·        The View from Clime ·        Design & Distribution Obligations ·        Making the most of Canva ·        Upcoming…