Montaka Global Pty ltd

AFS License Number
516942
Name
Montaka Global Pty ltd
ABN/ACN/ARBN
62604878533
Licensee issued
Nov. 28, 2019
Address
Surry Hills, 2010, NSW

Licence conditions

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

Location

Advisers

Name First provided advice Qualification and trainings