Abacus Funds Management Limited

AFS License Number
227819
Name
Abacus Funds Management Limited
ABN/ACN/ARBN
66007415590
Licensee issued
June 2, 2003
Address
Sydney, 2000, NSW

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide general financial product advice for the following classes of financial products:
interests in managed investment schemes limited to:
own managed investment scheme only;
securities; and
financial products limited to miscellaneous financial investment products limited to renounceable sales contracts;
financial products limited to miscellaneous financial investment products limited to an investment facility which:
interest is accrued on monies invested by a person on behalf of a third party; and
the monies in paragraph (A) are monies paid by a third party for the use of a deposit for the purchase of land; and
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
interests in managed investment schemes limited to:
own managed investment scheme only; and
financial products limited to miscellaneous financial investment products limited to renounceable sales contracts;
financial products limited to miscellaneous financial investment products limited to an investment facility which:
interest is accrued on monies invested by a person on behalf of a third party; and
the monies in paragraph (1) are monies paid by a third party for the use of a deposit for the purchase of land; and
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products limited to:
basic deposit products;
general insurance products;
interests in managed investment schemes excluding investor directed portfolio services;
securities; and
financial products limited to miscellaneous financial investment products limited to renounceable sales contracts;
financial products limited to miscellaneous financial investment products limited to an investment facility which:
interest is accrued on monies invested by a person on behalf of a third party; and
the monies in paragraph (1) are monies paid by a third party for the use of a deposit for the purchase of land; and
operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
schemes which only hold the following types of property:
direct real property;
financial assets; and
mortgages;
to retail and wholesale clients.

Location

Advisers

NameFirst provided adviceQualification and trainings