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Latest developments for equity compensation plans
- Baker & McKenzie
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- Australia, China, European Union, Israel, Italy, Japan, Romania, United Kingdom, USA, Venezuela, Vietnam
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- August 23 2010
This letter is from the Global Equity Services ("GES") group in San Francisco, Chicago and New York
FOFA: review of the wholesale and retail clients definition
- Hall & Wilcox
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- Australia
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- February 3 2011
On 24 January 2011, Treasury released an options paper titled "Wholesale and Retail Clients Future of Financial Advice" (Options Paper) as a part of its Future of Financial Advice (FOFA) reforms
Recent developments for the first quarter 2011
- Baker & McKenzie
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- Australia, China, Costa Rica, France, India, Ireland, Israel, Malaysia, Mexico, Morocco, Russia, Slovakia, Spain, United Kingdom, USA
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- May 10 2011
This letter is from the Global Equity Services ("GES") group in San Francisco, Chicago and New York
Draft short PDS regulations released
- Hall & Wilcox
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- Australia
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- July 29 2011
Treasury has released draft regulations for consultation which give effect to the extension of the short PDS transitional period for certain superannuation products and simple managed investment schemes that was announced by the Treasurer, Bill Shorten, on 8 June 2011
Employee stock plans 2012: year-end international reporting requirements
- Jones Day
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- Australia, Canada, China, France, India, Ireland, Israel, Japan, Malaysia, Philippines, Singapore, Thailand, United Kingdom, USA, Vietnam
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- December 6 2012
This Commentary highlights some of the principal calendar and year-end reporting requirements for employee stock plans that U.S. companies most commonly encounter when offering these programs to their employees in selected jurisdictions worldwide
The new shorter PDS regime is now mandatory. ASIC releases new guidance and grants interim relief
- Gilbert + Tobin
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- Australia
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- July 24 2012
The new shorter PDS regime is now mandatory for superannuation products (other than ‘risk-only’ superannuation products), simple managed investment schemes and margin lending facilities
PJC reports on Further MySuper Measures Bill
- King & Wood Mallesons
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- Australia
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- October 10 2012
The Parliamentary Joint Committee on Corporations and Financial Services has released its report on the Superannuation Legislation Amendment (Further MySuper and Transparency Measures) Bill 2012
Property development and SMSFs - Part 2: investing through a unit trust
- Hall & Wilcox
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- Australia
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- March 7 2012
In the first instalment of the four-part series on self-managed superannuation fund trustees developing property, we considered the tricks and traps for fund trustees developing property directly
Financial Services Council releases draft proxy voting standard for superannuation funds and fund managers
- Gilbert + Tobin
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- Australia
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- October 5 2012
The proposed changes to FSC Standard 13 proxy voting, if implemented, will require FSC members to provide greater disclosure of company proxy voting records and the engagement of proxy advisers
ACSI releases a statement on super funds’ expectations of ASX listed company AGMs
- Gilbert + Tobin
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- Australia
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- October 5 2012
ACSI has announced, on behalf of its 38 Australian member superannuation funds, its expectations of ASX-listed companies and its approach to specific issues for this year’s AGM season
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