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Tristan
Hi, I’m looking for an AFSL providing the following authorisations. Can anyone assist please?
(a) Provide general financial product advice for:
i. Managed investment schemes
ii. Superannuation
(b) Deal in a financial product
i. Arranging for another person to issue/acquire/dispose of financial products including
A. Managed investment schemes
B. Superannuation
ii. Applying for, acquiring, varying, disposing of a financial product on behalf of another person including
A. Deposit and payment products
B. Derivatives
C. Debentures, stocks or bonds
D. Life products including investment life products, products issued by a registered life company, life risk products
E. Interests in Managed Investment Schemes
F. Securities
G. Superannuation
(c) Provide custodial or depository services other than IDPS to retail and wholesale clients