🌐 このページはまだ翻訳が完了していません。一部の内容は簡体字中国語で表示されています。
PERPETUAL TRUST SERVICES LIMITED
澳大利亚 ASIC · AFSL 236648 · Authorised (AFS licensee — FX/derivatives-related authorisation)
機関紹介
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。
公式登録フィールド
| 規制当局 | ASIC |
| ライセンス/登録番号 | AFSL 236648 |
| 登録ステータス | Authorised (AFS licensee — FX/derivatives-related authorisation) |
| ABN/ACN | 48000142049 |
| ライセンス発効日 | 10/03/2004 |
| 登録地域 | 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
認可条件(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.
⚠ リスク警告:為替や差金取引(CFD)はレバレッジ商品であり、リスクが高く、初期投資を上回る損失が生じる可能性があります。すべての投資家に適しているわけではありません。本ページの内容は一般的な教育資料であり、投資の勧めや、いかなる製品、トレーダーまたはトレーディング行為の推奨を意味するものではありません。取引を行う前にリスクを十分に理解し、お住まいの地域の法律および規制を遵守してください。