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;
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
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;
deposit products other than basic deposit products;
interests in managed investment schemes excluding investor directed portfolio services; and
securities; and
operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
Lowell Capital Limited - Hvt Land Scheme" scheme (ARSN: 154 154 033),
a scheme which only holds the following types of property:
direct real property;
Sylvatech Tropical Timbers 2003" scheme (ARSN: 103 855 821),
a scheme that is promoted to raise funds solely to finance primary production ventures as an active commercial enterprise limited to:
forestry;
Sylvatech Tropical Timbers 2004" scheme (ARSN: 107 390 796),
a scheme that is promoted to raise funds solely to finance primary production ventures as an active commercial enterprise limited to:
forestry;
Great Southern 2007 High Value Timber Project" scheme (ARSN: 123 528 950),
a scheme that is promoted to raise funds solely to finance primary production ventures as an active commercial enterprise limited to:
forestry;
Great Southern 2008 High Value Timber Project" scheme (ARSN: 123 529 233),
a scheme that is promoted to raise funds solely to finance primary production ventures as an active commercial enterprise limited to:
forestry;
Lowell Capital Limited - Mahogany Land Trust" scheme (ARSN: 155 609 813),
a scheme which only holds the following types of property:
direct real property;
Lowell Capital Limited - Premium African Mahogany 2012 Project" scheme (ARSN: 155 610 414),
a scheme that is promoted to raise funds solely to finance primary production ventures as an active commercial enterprise limited to:
forestry; and
schemes which only hold the following types of property:
financial assets;
to retail and wholesale clients.
| Name | First provided advice | Qualification and trainings |
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