Heritage And People's Choice Limited

AFS License Number
244310
Name
Heritage And People's Choice Limited
ABN/ACN/ARBN
11087651125
Licensee issued
March 10, 2004
Address
Toowoomba, 4350, QLD

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;
derivatives to 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;
margin lending facilities limited to standard facilities to retail and wholesale clients;
non-basic deposit products to retail and wholesale clients;
non-cash payment products to retail and wholesale clients;
securities to wholesale clients; and
superannuation to retail and wholesale clients.
Provide financial product advice limited to general financial product advice limited to:
miscellaneous financial risk products limited to repayment waiver products 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:
basic deposit products to retail and wholesale clients;
derivatives to wholesale clients;
non-basic deposit products to retail and wholesale clients;
non-cash payment products to retail and wholesale clients; and
securities to 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:
derivatives to 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;
margin lending facilities limited to standard facilities to retail and wholesale clients;
securities to wholesale clients; and
superannuation to retail and wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings