PETERS MACGREGOR CAPITAL MANAGEMENT LIMITED


Address: Bondi Junction, NSW 2022, Australia

PETERS MACGREGOR CAPITAL MANAGEMENT LIMITED (Licence# 000225984) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is May 16, 2003.

Service Overview

Register Name AFS Licence
Licence Name PETERS MACGREGOR CAPITAL MANAGEMENT LIMITED
Licence Number 000225984
Licence ABN 77087181600
Issue Date 2003-05-16
Locality BONDI JUNCTION
State NSW
Postcode 2022
Country Australia

Licence condition

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;
    • 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:
      • foreign exchange contracts;
      • interests in managed investment schemes limited to:
        • own managed investment scheme only;
      • securities; and
      • financial products limited to:
        • miscellaneous financial investment products limited to MDA services; 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;
      • foreign exchange contracts;
      • 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:
    • "Peters Macgregor Global Fund" scheme (ARSN: 110 619 559),
    • a scheme which only holds the following types of property:
      • financial assets;
      • to retail and wholesale clients.

Office Location

Locality BONDI JUNCTION
State NSW
Postcode 2022
Country Australia

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Competitor

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Postal Code 2022

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Dataset Information


Data Provider Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.