Caissa Holdings Pty ltd

AFS License Number
446382
Name
Caissa Holdings Pty ltd
ABN/ACN/ARBN
65163556947
Licensee issued
June 17, 2014
Address
Medindie, 5081, SA

Licence conditions

This licence authorises the licensee to carry on a financial services business to:
provide general financial product advice only, for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
derivatives;
general insurance products ; and
interests in managed investment schemes excluding investor directed portfolio services;
from 1 July 2022, securities in a CCIV;
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:
derivatives;
general insurance products; and
interests in managed investment schemes excluding investor directed portfolio services; 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;
derivatives;
general insurance products;
interests in managed investment schemes excluding investor directed portfolio services; and
from 1 July 2022, securities in a CCIV;
provide the following custodial or depository services:
operate custodial or depository services other than investor directed portfolio services;
to wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings