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mFund Updates
ACMR
ASX Investment Products
mFund Update - January 2018
1. 2018 mFund roundtable
ASX is committed to reviewing the mFund service on the operational, compliance and sales and marketing fronts on a continued basis. As an mFund partner, please join us in February for the 2018 mFund Roundtables to be held:
  • Sydney
  • Date: Tuesday, 20 February 2018
    Time: 2:00pm-4:00pm AEDT
  • Melbourne
  • Date: Thursday, 22 February 2018
    Time: 2:00pm-4:00pm AEDT
Both sessions will include all stakeholders of the mFund service including brokers, PISPs, unit registries, responsible entities and fund managers.
An overview of the agenda for the roundtables is listed below, however we welcome your input and contribution toward this. We ask that you provide any agenda items for consideration by emailing these to mfund@asx.com.au by Thursday, 25 January 2018.
  1. mFund Service Update
  2. Data, trends and insights
  3. Deliveries from previous mFund roundtable
  4. Adviser details, enhanced data dissemination on fund characteristics
  5. Scheduled Enhancements: CHESS 10
  6. Foreign Tax Status data capture, project timeline and considerations
  7. Potential Enhancements for discussion
  8. Including data capture/dissemination of Fund Restrictions
  9. CHESS Replacement
  10. Timing and participant involvement
  11. Education
  12. Rejection reasons, Issuer to CHESS conversions, FE pricing feeds, ReferencePoint E15 subscriptions and Investment Product Updates
  13. Marketing update and opportunities
You will shortly receive an invitation to the mFund roundtable sessions and we look forward to seeing you there. If you have any questions, please contact Charmaine Breadon at Charmaine.breadon@asx.com.au.

2. Subscribe to the ASX Investment Products – mFund Update
The mFund Update is for all Issuer and their providers about ASX rules, compliance, operational and general matters for mFund products. To subscribe, email investment.products@asx.com.au. Past updates can be accessed here.

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