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Daftar regulasi › ASIC › AFSL 240975
EQUITY TRUSTEES LIMITED
澳大利亚 ASIC · AFSL 240975 · Authorised (AFS licensee — FX/derivatives-related authorisation)
Profil lembaga
EQUITY TRUSTEES LIMITED 是一家在澳大利亚登记的金融机构，注册地址位于墨尔本。
该机构的牌照/登记号为 AFSL 240975，登记状态为授权（AFS持牌人，涉及外汇/衍生品相关授权），牌照生效日期为 2004 年 3 月 1 日。
该机构被授权提供多种金融服务，包括金融产品建议、交易以及管理投资方案等，涵盖外汇合约、衍生品、保险产品、债券、人寿产品、退休储蓄账户及证券等。
目前未提供商号、网站或跨境服务信息。
请读者注意，所有信息以澳大利亚证券与投资委员会（ASIC）的官方登记页面为准，谨防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（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。
Bidang daftar resmi
| Regulator | ASIC |
| No. lisensi / daftar | AFSL 240975 |
| Status pendaftaran | Authorised (AFS licensee — FX/derivatives-related authorisation) |
| ABN/ACN | 46004031298 |
| Tanggal berlaku lisensi | 01/03/2004 |
| Wilayah terdaftar | MELBOURNE VIC 3000 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
Syarat otorisasi (asli ASIC)
This licence authorises the licensee to carry on a financial services business to:
(a) provide 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) general insurance products;
(v) debentures, stocks or bonds issued or proposed to be issued by a government;
(vi) life products including:
(A) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
(B) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
(vii) interests in managed investment schemes including:
(A) investor directed portfolio services;
(viii interests in managed investment schemes limited to:
(A) MDA services;
(ix) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
(x) securities; and
(xi) 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 including:
(1) investor directed portfolio services;
(D) interests in managed investment schemes limited to:
(1) MDA services; and
(E) securities; and
(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) general insurance products;
(E) debentures, stocks or bonds issued or proposed to be issued by a government;
(F) life products including:
(1) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
(2) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
(G) interests in managed investment schemes including:
(1) investor directed portfolio services;
(H) interests in managed investment schemes limited to:
(1) MDA services;
(I) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
(J) securities; and
(K) superannuation;
(c) operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
(i) "The Perth Mint Australian Gold Etf" scheme (ARSN: 659 579 003),
(A) a scheme which only holds the following types of property:
(1) financial assets; and
(2) direct physical gold;
(ii) The "Cor Capital Fund" scheme (ARSN 609 666 042)
(A) a scheme which only holds the following types of property:
(1) financial assets; and
(2) direct physical gold;
(iii) schemes which only hold the following types of property:
(A) derivatives;
(B) direct real property;
(C) financial assets; and
(D) mortgages; and
(a) provide 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) general insurance products;
(v) debentures, stocks or bonds issued or proposed to be issued by a government;
(vi) life products including:
(A) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
(B) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
(vii) interests in managed investment schemes including:
(A) investor directed portfolio services;
(viii interests in managed investment schemes limited to:
(A) MDA services;
(ix) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
(x) securities; and
(xi) 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 including:
(1) investor directed portfolio services;
(D) interests in managed investment schemes limited to:
(1) MDA services; and
(E) securities; and
(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) general insurance products;
(E) debentures, stocks or bonds issued or proposed to be issued by a government;
(F) life products including:
(1) investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
(2) life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
(G) interests in managed investment schemes including:
(1) investor directed portfolio services;
(H) interests in managed investment schemes limited to:
(1) MDA services;
(I) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
(J) securities; and
(K) superannuation;
(c) operate the following kinds of registered managed investment schemes (including the holding of any incidental property) in its capacity as responsible entity:
(i) "The Perth Mint Australian Gold Etf" scheme (ARSN: 659 579 003),
(A) a scheme which only holds the following types of property:
(1) financial assets; and
(2) direct physical gold;
(ii) The "Cor Capital Fund" scheme (ARSN 609 666 042)
(A) a scheme which only holds the following types of property:
(1) financial assets; and
(2) direct physical gold;
(iii) schemes which only hold the following types of property:
(A) derivatives;
(B) direct real property;
(C) financial assets; and
(D) mortgages; and
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