Licence: Australian Financial Services Licence
Client categories: Retail and wholesale clients
Banking: Corporate bank account included in the transaction, subject to the bank's standard KYC
Licence scope
provide general financial product advice in relation to securities and interests in managed investment schemes
issue, acquire, vary and dispose of securities and interests in managed investment schemes
deal in foreign exchange contracts and derivatives used for financial-risk management and hedging deal on behalf of clients in basic and non-basic deposit products, securities, managed investment schemes, general insurance products, hedging derivatives and hedging-related FX contracts
operate a registered managed investment scheme as its Responsible Entity
provide custodial and depository services other than investor-directed portfolio services
ID: 20260363
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