ONE MANAGED INVESTMENT FUNDS LIMITED

Address: Sydney, NSW 2000, Australia

ONE MANAGED INVESTMENT FUNDS LIMITED (Licence# 000297042) 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 5, 2006.

Service Overview

Register Name AFS Licence
Licence Name ONE MANAGED INVESTMENT FUNDS LIMITED
Licence Number 000297042
Licence ABN 47117400987
Issue Date 2006-05-05
Locality SYDNEY
State NSW
Postcode 2000
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide financial product advice for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • derivatives;
    • foreign exchange contracts;
    • 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;
  • 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;
      • 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:
    • "Everest Alternative Investment Trust" scheme (ARSN: 134 483 319),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets;
    • "Sumo Siv Managed Fund" scheme (ARSN: 164 733 260),
    • an IDPS-like scheme;
    • "Realm High Income Fund" scheme (ARSN: 159 673 533),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets;
    • "Folkestone Maxim A-Reit Securities Fund" scheme (ARSN: 116 193 563),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets;
    • "Premier Global Select Fund" scheme (ARSN: 097 566 160),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets;
    • "Australian Wealth Fund" scheme (ARSN: 602 157 559),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets;
    • "Supervised Global Income Fund" scheme (ARSN: 600 244 102),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets;
    • "Denning Pryce Tailored Income Fund" scheme (ARSN: 169 907 948),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets;
    • "Denning Pryce Global Income Fund" scheme (ARSN: 136 845 148),
    • a scheme which only holds the following types of property:
      • derivatives; and
      • financial assets;
    • "Directmoney Personal Loan Fund" scheme (ARSN: 602 325 628),
    • a managed investment scheme with underlying assets being interests in consumer credit contracts under the National Consumer Credit Protection Act;
    • "Sumo Siv Managed Fund No.2" scheme (ARSN: 609 076 824),
    • an IDPS-like scheme; and
    • schemes which only hold the following types of property:
      • direct real property; 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.

      Financial advisers

      Adviser Number Adviser Name Status Start Date
      001002386 FRANK JOHN TEARLE Current 2012-06-13

      Office Location

      Locality SYDNEY
      State NSW
      Postcode 2000
      Country Australia

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      Postal Code 2000

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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.