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Registro regulatorio › ASIC › AFSL 234426
PERPETUAL INVESTMENT MANAGEMENT LIMITED
澳大利亚 ASIC · AFSL 234426 · Authorised (AFS licensee — FX/derivatives-related authorisation)
Presentación de la entidad
PERPETUAL INVESTMENT MANAGEMENT LIMITED 是一家在澳大利亚登记的金融机构，注册地址位于悉尼新南威尔士州2000。
该机构的牌照/登记号为 AFSL 234426，登记状态为授权（AFS持牌人 —— 外汇/衍生品相关授权），牌照生效日期为 2004 年 3 月 10 日。
该机构获授权提供一般金融产品建议，包括存款和支付产品、衍生品、外汇合约、政府发行的债券、管理投资方案权益、证券以及养老金服务；同时可进行金融产品的交易，包括发行、收购、变更或处置金融产品，以及代表他人进行相关交易；此外，还可运营特定类型的注册投资方案，并提供托管服务和保险索赔处理服务。
目前未提供商号、网站或跨境服务信息。
请读者注意，任何与该机构相关的业务或服务应以澳大利亚证券与投资委员会（ASIC）的官方登记页面为准，同时警惕冒用该名称的克隆网站。
📋 根据官方监管公开信息整理，AI辅助撰写。内容仅限官方登记事实，不含点差、入金、评分等信息；如有出入以官方登记为准。
Campos del registro oficial
| Regulador | ASIC |
| N.º de licencia / registro | AFSL 234426 |
| Estado de registro | Authorised (AFS licensee — FX/derivatives-related authorisation) |
| ABN/ACN | 18000866535 |
| Fecha de vigencia de la licencia | 10/03/2004 |
| Región de registro | SYDNEY NSW 2000 Australia |
数据来源：ASIC AFS Licensee dataset (data.gov.au) · 同步日期 2026-10-28
Condiciones de autorización (ASIC original)
This licence authorises the licensee to carry on a financial services business to:
(a) provide general financial product advice for the following classes of financial products:
(i) deposit and payment products limited to:
(A) basic deposit products;
(B) deposit products other than basic deposit products;
(ii) derivatives;
(iii) foreign exchange contracts;
(iv) debentures, stocks or bonds issued or proposed to be issued by a government;
(v) interests in managed investment schemes excluding investor directed portfolio services;
(vi) interests in managed investment schemes limited to:
(A) MDA services;
(vii) securities; and
(viii superannuation;
(b) deal in a financial product by:
(i) issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
(A) derivatives;
(B) foreign exchange contracts;
(C) interests in managed investment schemes limited to:
(1) own managed investment scheme only;
(2) MDA services;
(D) securities; and
(E) superannuation;
(ii) applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
(A) deposit and payment products limited to:
(1) basic deposit products;
(2) deposit products other than basic deposit products;
(B) derivatives;
(C) foreign exchange contracts;
(D) debentures, stocks or bonds issued or proposed to be issued by a government;
(E) interests in managed investment schemes excluding investor directed portfolio services;
(F) securities; and
(G) superannuation; and
(iii) underwriting:
(A) interests in managed investment schemes; and
(B) an issue of securities;
(c) operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
(i) schemes which only hold the following types of property:
(A) derivatives;
(B) financial assets; and
(C) mortgages;
(d) provide the following custodial or depository services:
(i) operate custodial or depository services other than investor directed portfolio services; and
(e) provide a claims handling and settling service limited to:
(i) the person assists another person to make a claim under an insurance product;
(ii) the person makes a recommendation, or states an opinion, in the following circumstances:
(A) the recommendation, or statement of opinion, is made in response to an inquiry by or on behalf of another person about an existing or a potential claim by the other person under an insurance product; and
(B) the recommendation, or statement of opinion, could reasonably be expected to influence a decision whether to continue with the existing claim or to make the potential claim; and
(iii) the person represents a person insured under an insurance product in pursuing a claim under the product;
to retail and wholesale clients.
(a) provide general financial product advice for the following classes of financial products:
(i) deposit and payment products limited to:
(A) basic deposit products;
(B) deposit products other than basic deposit products;
(ii) derivatives;
(iii) foreign exchange contracts;
(iv) debentures, stocks or bonds issued or proposed to be issued by a government;
(v) interests in managed investment schemes excluding investor directed portfolio services;
(vi) interests in managed investment schemes limited to:
(A) MDA services;
(vii) securities; and
(viii superannuation;
(b) deal in a financial product by:
(i) issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
(A) derivatives;
(B) foreign exchange contracts;
(C) interests in managed investment schemes limited to:
(1) own managed investment scheme only;
(2) MDA services;
(D) securities; and
(E) superannuation;
(ii) applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
(A) deposit and payment products limited to:
(1) basic deposit products;
(2) deposit products other than basic deposit products;
(B) derivatives;
(C) foreign exchange contracts;
(D) debentures, stocks or bonds issued or proposed to be issued by a government;
(E) interests in managed investment schemes excluding investor directed portfolio services;
(F) securities; and
(G) superannuation; and
(iii) underwriting:
(A) interests in managed investment schemes; and
(B) an issue of securities;
(c) operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
(i) schemes which only hold the following types of property:
(A) derivatives;
(B) financial assets; and
(C) mortgages;
(d) provide the following custodial or depository services:
(i) operate custodial or depository services other than investor directed portfolio services; and
(e) provide a claims handling and settling service limited to:
(i) the person assists another person to make a claim under an insurance product;
(ii) the person makes a recommendation, or states an opinion, in the following circumstances:
(A) the recommendation, or statement of opinion, is made in response to an inquiry by or on behalf of another person about an existing or a potential claim by the other person under an insurance product; and
(B) the recommendation, or statement of opinion, could reasonably be expected to influence a decision whether to continue with the existing claim or to make the potential claim; and
(iii) the person represents a person insured under an insurance product in pursuing a claim under the product;
to retail and wholesale clients.
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