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PERPETUAL TRUSTEES W.A. LTD
澳大利亚 ASIC · AFSL 700028 · Authorised (AFS licensee — FX/derivatives-related authorisation)
機関紹介
PERPETUAL TRUSTEES W.A. LTD 是一家在澳大利亚悉尼注册的金融机构。
该机构的牌照/登记号为 AFSL 700028,当前状态为授权(AFS持牌人 — 外汇/衍生品相关授权),牌照生效日期为 2026 年 9 月 8 日。
该机构被授权提供多种金融产品建议和交易服务,包括基本存款产品、政府发行的债券、衍生品、外汇合约、投资型人寿保险产品、风险型人寿保险产品、管理投资计划、标准保证金贷款设施、以及证券等。
目前未提供商号、网站或跨境服务的相关信息。
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,同时警惕任何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。
公式登録フィールド
| 規制当局 | ASIC |
| ライセンス/登録番号 | AFSL 700028 |
| 登録ステータス | Authorised (AFS licensee — FX/derivatives-related authorisation) |
| ABN/ACN | 98008666886 |
| ライセンス発効日 | 08/09/2026 |
| 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
認可条件(ASIC原文)
1. Provide financial product advice","1.1 Provide personal and general financial product advice","1.1.1 Basic deposit products","Retail and wholesale clients
,"","1.1.2 Debentures, stocks or bonds issued or proposed to be issued by a government","Retail and wholesale clients
,"","1.1.3 Derivatives","Retail and wholesale clients
,"","1.1.4 Foreign exchange contracts","Retail and wholesale clients
,"","1.1.5 Life products limited to investment life insurance products","Retail and wholesale clients
,"","1.1.6 Life products limited to life risk insurance products","Retail and wholesale clients
,"","1.1.7 Managed investment schemes including IDPS","Retail and wholesale clients
,"","1.1.8 Managed investment schemes limited to MDA services","Retail and wholesale clients
,"","1.1.9 Margin lending facilities limited to standard facilities","Retail and wholesale clients
,"","1.1.10 Miscellaneous financial investment products limited to MDA services","Retail and wholesale clients
,"","1.1.11 Non-basic deposit products","Retail and wholesale clients
,"","1.1.12 Retirement savings accounts","Retail and wholesale clients
,"","1.1.13 Securities","Retail and wholesale clients
,"","1.1.14 Superannuation","Retail and wholesale clients
,"1.2 Provide general financial product advice","1.2.1 General insurance products","Retail and wholesale clients
2. Deal in a financial product","2.1 Issue, apply for, acquire, vary or dispose of a financial product","2.1.1 Derivatives","Retail and wholesale clients
,"","2.1.2 Foreign exchange contracts","Retail and wholesale clients
,"","2.1.3 Managed investment schemes including IDPS","Retail and wholesale clients
,"","2.1.4 Managed investment schemes limited to MDA services","Retail and wholesale clients
,"","2.1.5 Miscellaneous financial investment products limited to MDA services","Retail and wholesale clients
,"","2.1.6 Securities","Retail and wholesale clients
,"2.2 Apply for, acquire, vary or dispose of a financial product on behalf of another person","2.2.1 Basic deposit products","Retail and wholesale clients
,"","2.2.2 Debentures, stocks or bonds issued or proposed to be issued by a government","Retail and wholesale clients
,"","2.2.3 Derivatives","Retail and wholesale clients
,"","2.2.4 Foreign exchange contracts","Retail and wholesale clients
,"","2.2.5 General insurance products","Retail and wholesale clients
,"","2.2.6 Life products limited to investment life insurance products","Retail and wholesale clients
,"","2.2.7 Life products limited to life risk insurance products","Retail and wholesale clients
,"","2.2.8 Managed investment schemes including IDPS","Retail and wholesale clients
,"","2.2.9 Managed investment schemes limited to MDA services","Retail and wholesale clients
,"","2.2.10 Margin lending facilities limited to standard facilities","Retail and wholesale clients
,"","2.2.11 Miscellaneous financial investment products limited to MDA services","Retail and wholesale clients
,"","2.2.12 Non-basic deposit products","Retail and wholesale clients
,"","2.2.13 Retirement savings accounts","Retail and wholesale clients
,"","2.2.14 Securities","Retail and wholesale clients
,"","2.2.15 Superannuation","Retail and wholesale clients
,"2.3 Arrange for another person to issue, apply for, acquire, vary or dispose of a financial product","2.3.1 Basic deposit products","Retail and wholesale clients
,"","2.3.2 Debentures, stocks or bonds issued or proposed to be issued by a government","Retail and wholesale clients
,"","2.3.3 Life products limited to investment life insurance products","Retail and wholesale clients
,"","2.3.4 Life products limited to life risk insurance products","Retail and wholesale clients
3. Provide a custodial or depository service","3.1 Operate IDPS","","Retail and wholesale clients
,"3.2 Other than IDPS","","Retail and wholesale clients
4. Provide a traditional trustee company service","","","Retail and wholesale clients
,"","1.1.2 Debentures, stocks or bonds issued or proposed to be issued by a government","Retail and wholesale clients
,"","1.1.3 Derivatives","Retail and wholesale clients
,"","1.1.4 Foreign exchange contracts","Retail and wholesale clients
,"","1.1.5 Life products limited to investment life insurance products","Retail and wholesale clients
,"","1.1.6 Life products limited to life risk insurance products","Retail and wholesale clients
,"","1.1.7 Managed investment schemes including IDPS","Retail and wholesale clients
,"","1.1.8 Managed investment schemes limited to MDA services","Retail and wholesale clients
,"","1.1.9 Margin lending facilities limited to standard facilities","Retail and wholesale clients
,"","1.1.10 Miscellaneous financial investment products limited to MDA services","Retail and wholesale clients
,"","1.1.11 Non-basic deposit products","Retail and wholesale clients
,"","1.1.12 Retirement savings accounts","Retail and wholesale clients
,"","1.1.13 Securities","Retail and wholesale clients
,"","1.1.14 Superannuation","Retail and wholesale clients
,"1.2 Provide general financial product advice","1.2.1 General insurance products","Retail and wholesale clients
2. Deal in a financial product","2.1 Issue, apply for, acquire, vary or dispose of a financial product","2.1.1 Derivatives","Retail and wholesale clients
,"","2.1.2 Foreign exchange contracts","Retail and wholesale clients
,"","2.1.3 Managed investment schemes including IDPS","Retail and wholesale clients
,"","2.1.4 Managed investment schemes limited to MDA services","Retail and wholesale clients
,"","2.1.5 Miscellaneous financial investment products limited to MDA services","Retail and wholesale clients
,"","2.1.6 Securities","Retail and wholesale clients
,"2.2 Apply for, acquire, vary or dispose of a financial product on behalf of another person","2.2.1 Basic deposit products","Retail and wholesale clients
,"","2.2.2 Debentures, stocks or bonds issued or proposed to be issued by a government","Retail and wholesale clients
,"","2.2.3 Derivatives","Retail and wholesale clients
,"","2.2.4 Foreign exchange contracts","Retail and wholesale clients
,"","2.2.5 General insurance products","Retail and wholesale clients
,"","2.2.6 Life products limited to investment life insurance products","Retail and wholesale clients
,"","2.2.7 Life products limited to life risk insurance products","Retail and wholesale clients
,"","2.2.8 Managed investment schemes including IDPS","Retail and wholesale clients
,"","2.2.9 Managed investment schemes limited to MDA services","Retail and wholesale clients
,"","2.2.10 Margin lending facilities limited to standard facilities","Retail and wholesale clients
,"","2.2.11 Miscellaneous financial investment products limited to MDA services","Retail and wholesale clients
,"","2.2.12 Non-basic deposit products","Retail and wholesale clients
,"","2.2.13 Retirement savings accounts","Retail and wholesale clients
,"","2.2.14 Securities","Retail and wholesale clients
,"","2.2.15 Superannuation","Retail and wholesale clients
,"2.3 Arrange for another person to issue, apply for, acquire, vary or dispose of a financial product","2.3.1 Basic deposit products","Retail and wholesale clients
,"","2.3.2 Debentures, stocks or bonds issued or proposed to be issued by a government","Retail and wholesale clients
,"","2.3.3 Life products limited to investment life insurance products","Retail and wholesale clients
,"","2.3.4 Life products limited to life risk insurance products","Retail and wholesale clients
3. Provide a custodial or depository service","3.1 Operate IDPS","","Retail and wholesale clients
,"3.2 Other than IDPS","","Retail and wholesale clients
4. Provide a traditional trustee company service","","","Retail and wholesale clients
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