VINTA FUNDS MANAGEMENT LIMITED


Address: Sydney, NSW 2000, Australia

VINTA FUNDS MANAGEMENT LIMITED (Licence# 000453134) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is December 1, 2014.

Service Overview

Register Name AFS Licence
Licence Name VINTA FUNDS MANAGEMENT LIMITED
Licence Number 000453134
Licence ABN 55167227321
Issue Date 2014-12-01
Locality SYDNEY
State NSW
Postcode 2000
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 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 restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
        • management or mitigation of the financial consequences of particular circumstances happening; or
        • avoiding or limiting the financial consequences of fluctuations, in or in the value of, receipts or costs (including prices and interest rates);
        • foreign exchange contracts restricted to foreign exchange contracts utilised for the management of financial risk (hedging) which only have the purposes of:
        • management or mitigation of the financial consequences of particular circumstances happening; or
        • avoiding or limiting the financial consequences of fluctuations in the rate of exchange of foreign currency;
        • interests in managed investment schemes limited to own managed investment scheme only: and
        • securities;
        • 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 including:
        • basic deposit products;
        • deposit products other than basic deposit products; and
        • derivatives restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
      • management or mitigation of the financial consequences of particular circumstances happening; or
      • avoiding or limiting the financial consequences of fluctuations, in or in the value of, receipts or costs (including prices and interest rates);
      • foreign exchange contracts restricted to foreign exchange contracts utilised for the management of financial risk (hedging) which only have the purposes of:
        • management or mitigation of the financial consequences of particular circumstances happening; or
        • avoiding or limiting the financial consequences of fluctuations in the rate of exchange of foreign currency;
        • general insurance products; and
        • interests in managed investment schemes excluding investor directed portfolio services; and
  • operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
    • "Vinta Property Investment Fund No 1" scheme (ARSN: 602 929 242),
    • a scheme which only holds the following types of property:
      • direct real property; and
      • financial assets; and
    • "Vinta Property Investment Fund No 2" scheme (ARSN: 604 460 326),
    • a scheme which only holds 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.

      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.