PERPETUAL TRUST SERVICES LIMITED
澳大利亚 ASIC · AFSL 236648 · Authorised (AFS licensee — FX/derivatives-related authorisation)
机构介绍
PERPETUAL TRUST SERVICES LIMITED 是一家在澳大利亚登记的金融服务机构，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 236648，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。
该机构被授权提供一般金融产品建议，涉及管理投资方案的权益（不包括投资者定向组合服务），以及从 2022 年 7 月 1 日起的 CCIV 证券。同时，该机构可从事金融产品的交易，包括衍生品、外汇合约、管理投资方案的权益（不包括投资者定向组合服务）和养老金。此外，该机构还可代表他人申请、购买、变更或处置金融产品，包括存款和支付产品、衍生品、外汇合约、政府发行的债券、管理投资方案的权益、证券和养老金。该机构还可承销管理投资方案的权益。
该机构还被授权运营特定类型的注册投资方案，包括持有衍生品、直接房地产、金融资产和抵押品。此外，该机构可提供托管或存管服务，但不包括投资者定向组合服务。
请读者注意，所有信息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，应警惕冒用该名称的克隆网站，确保通过正规渠道获取服务。
📋 根据官方监管公开信息整理，AI辅助撰写（qwen3-30b-a3b-fp8）。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。
官方登记字段
| 监管机构 | ASIC |
| 牌照/登记号 | AFSL 236648 |
| 登记状态 | Authorised (AFS licensee — FX/derivatives-related authorisation) |
| ABN/ACN | 48000142049 |
| 牌照生效日期 | 10/03/2004 |
| 登记地区 | SYDNEY NSW 2000 Australia |
数据来源：ASIC AFS Licensee dataset (data.gov.au) · 同步日期 2026-10-28 · 明细抓取 2026-10-28
授权条件（ASIC 原文）
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) interests in managed investment schemes excluding investor directed portfolio services; and
(ii) from 1 July 2022, securities in a CCIV;
(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 excluding investor directed portfolio services; and
(D) 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;
(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) direct real property;
(C) financial assets; and
(D) mortgages; and
(d) provide the following custodial or depository services:
(i) operate custodial or depository services other than investor directed portfolio services;
to retail and wholesale clients.
(a) provide general financial product advice for the following classes of financial products:
(i) interests in managed investment schemes excluding investor directed portfolio services; and
(ii) from 1 July 2022, securities in a CCIV;
(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 excluding investor directed portfolio services; and
(D) 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;
(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) direct real property;
(C) financial assets; and
(D) mortgages; and
(d) provide the following custodial or depository services:
(i) operate custodial or depository services other than investor directed portfolio services;
to retail and wholesale clients.
⚠ 风险提示：外汇及差价合约（CFD）为杠杆产品，风险高，亏损可能超过初始投入，不适合所有投资者。本页内容仅为一般性教育资料，不构成投资建议，也不构成对任何产品、交易商或交易行为的推荐。交易前请充分了解风险，并遵守所在地法律法规。