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Australian Executor Trustees Limited

AFS License Number

240023

Name

Australian Executor Trustees Limited

ABN/ACN/ARBN

84007869794

Licensee issued

March 10, 2004

Address

Melbourne, 3000, VIC

Licence conditions

This licence authorises the licensee to carry on a financial services business to provide financial service(s) limited to:
Provide financial product advice limited to personal and general financial product advice limited to:
basic deposit products to retail and wholesale clients;
debentures, stocks or bonds issued or proposed to be issued by a government to retail and wholesale clients;
derivatives to wholesale clients;
life products limited to investment life insurance products to retail and wholesale clients;
life products limited to life risk insurance products to retail and wholesale clients;
managed investment schemes including IDPS to retail and wholesale clients;
managed investment schemes limited to MDA services to retail and wholesale clients;
non-basic deposit products to retail and wholesale clients;
securities to retail and wholesale clients; and
superannuation to retail and wholesale clients.
Deal in a financial product limited to issue, apply for, acquire, vary or dispose of a financial product limited to:
derivatives to retail and wholesale clients;
managed investment schemes including IDPS to retail and wholesale clients; and
managed investment schemes limited to MDA services to retail and wholesale clients.
Deal in a financial product limited to apply for, acquire, vary or dispose of a financial product on behalf of another person limited to:
basic deposit products to retail and wholesale clients;
debentures, stocks or bonds issued or proposed to be issued by a government to retail and wholesale clients;
derivatives to retail and wholesale clients;
general insurance products to retail and wholesale clients;
life products limited to investment life insurance products to retail and wholesale clients;
life products limited to life risk insurance products to retail and wholesale clients;
managed investment schemes including IDPS to retail and wholesale clients;
managed investment schemes limited to MDA services to retail and wholesale clients;
non-basic deposit products to retail and wholesale clients;
securities to retail and wholesale clients; and
superannuation to retail and wholesale clients.
Operate a registered management investment scheme as responsible entity (includes holding any incidental property) limited to the following specified scheme type(s) only:
direct real property to retail and wholesale clients;
financial assets to retail and wholesale clients; and
mortgages to retail and wholesale clients.
Provide a traditional trustee company service to retail and wholesale clients.

Location

Advisers