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 wholesale clients;
debentures, stocks or bonds issued or proposed to be issued by a government to wholesale clients;
life products limited to investment life insurance products to wholesale clients;
life products limited to life risk insurance products to wholesale clients;
managed investment schemes including IDPS to wholesale clients;
non-basic deposit products to wholesale clients;
retirement savings accounts to wholesale clients;
securities to wholesale clients; and
superannuation to wholesale clients.
Provide financial product advice limited to general financial product advice limited to:
basic deposit products to retail clients;
debentures, stocks or bonds issued or proposed to be issued by a government to retail clients;
life products limited to investment life insurance products to retail clients;
life products limited to life risk insurance products to retail clients;
managed investment schemes including IDPS to retail clients;
non-basic deposit products to retail clients;
retirement savings accounts to retail clients;
securities to retail clients; and
superannuation to retail clients.
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