CAPITA FUNDS MANAGEMENT LTD


Address: Kangaroo Point, QLD 4169, Australia

CAPITA FUNDS MANAGEMENT LTD (Licence# 000293987) 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 3, 2006.

Service Overview

Register Name AFS Licence
Licence Name CAPITA FUNDS MANAGEMENT LTD
Licence Number 000293987
Licence ABN 28115965609
Issue Date 2006-05-03
Locality KANGAROO POINT
State QLD
Postcode 4169
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:
    • interests in managed investment schemes limited to:
      • own managed investment scheme only;
  • 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:
      • 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:
      • deposit and payment products limited to:
        • basic deposit products;
      • general insurance products; and
      • interests in managed investment schemes limited to:
        • own managed investment scheme only; and
  • provide the following custodial or depository services:
    • operate custodial or depository services other than investor directed portfolio services;
      to wholesale clients.

      Office Location

      Locality KANGAROO POINT
      State QLD
      Postcode 4169
      Country Australia

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      Financial services with the same locality

      Service Name Issue Date Locality
      AC AFSL PTY LTD 2017-10-11 Kangaroo Point, QLD 4169, Australia

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      Postal Code 4169

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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.