Foundation Funds Management Limited

AFS License Number
508424
Name
Foundation Funds Management Limited
ABN/ACN/ARBN
70623977122
Licensee issued
Sept. 5, 2018
Address
Darra, 4076, QLD

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:
derivatives restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
management or mitigation of the financial consequences of particular circumstances happening; or
avoiding or limiting the financial consequences of fluctuations, in or in the value of, receipts or costs (including prices and interest rates); and
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:
derivatives restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
management or mitigation of the financial consequences of particular circumstances happening; or
avoiding or limiting the financial consequences of fluctuations, in or in the value of, receipts or costs (including prices and interest rates); and
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;
derivatives restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
management or mitigation of the financial consequences of particular circumstances happening; or
avoiding or limiting the financial consequences of fluctuations, in or in the value of, receipts or costs (including prices and interest rates); and
general insurance products; and
interests in managed investment schemes excluding investor directed portfolio services;
operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
Stronghold Precincts Property Fund" scheme (ARSN: 633 872 572),
a scheme which only holds the following types of property:
direct real property; and
financial assets; and
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