Investa Wholesale Funds Management Limited

AFS License Number
401858
Name
Investa Wholesale Funds Management Limited
ABN/ACN/ARBN
16149681390
Licensee issued
May 23, 2011
Address
Sydney, 2000, NSW

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;
interests in managed investment schemes excluding investor directed portfolio services; and
securities;
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;
interests in managed investment schemes limited to:
own managed investment scheme only; and
securities; 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;
derivatives;
general insurance 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:
schemes which only hold the following types of property:
derivatives;
direct real property; and
financial assets;
to wholesale clients.

Location

Advisers

Name First provided advice Qualification and trainings