This licence authorises the licensee to carry on a financial services business to:
provide general financial product advice for the following classes of financial products:
deposit and payment products limited to:
basic deposit products;
deposit products other than basic deposit products;
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;
foreign exchange contracts;
interests in managed investment schemes excluding investor directed portfolio services; 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;
foreign exchange contracts;
general insurance products;
debentures, stocks or bonds issued or proposed to be issued by a government;
interests in managed investment schemes excluding investor directed portfolio services; and
securities;
operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
Healthbridge Capital" scheme (ARSN: 622 702 818),
a scheme which only holds the following types of property:
derivatives;
direct real property; and
financial assets;
Arminius Capital GMMA Fund" scheme (ARSN: 614 078 812),
a scheme which only holds the following types of property:
derivatives; and
financial assets;
Wisemans Surf Lodge Property Trust" scheme (ARSN: 645 432 211),
a scheme which only holds the following types of property:
derivatives;
direct real property; and
financial assets;
Teys Strata Development Trust" scheme (ARSN: 112 939 509),
a scheme which only holds the following types of property:
direct real property;
Extrasjar" scheme (ARSN: 660 982 507),
a scheme which only holds the following types of property:
derivatives; and
financial assets; and
Crowdproperty Retail Investment Trust" scheme (ARSN: 660 999 575),
a scheme which only holds the following types of property:
derivatives; and
financial assets; and
provide the following custodial or depository services:
operate custodial or depository services other than investor directed portfolio services;
to retail and wholesale clients.
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