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PERPETUAL TRUSTEE COMPANY LIMITED
澳大利亚 ASIC · AFSL 236643 · Authorised (AFS licensee — FX/derivatives-related authorisation)
機構介紹
PERPETUAL TRUSTEE COMPANY LIMITED 是一家在澳大利亚注册的金融机构,登记地址位于悉尼新南威尔士州。
该机构持有 ASIC 颁发的牌照,牌照号为 AFSL 236643,当前登记状态为授权(AFS持牌人,涉及外汇和衍生品相关授权)。
该机构获授权提供多种金融产品建议和交易服务,包括存款和支付产品、衍生品、外汇合约、一般保险产品、政府发行的债券、人寿产品、管理投资计划、退休储蓄账户、证券、标准保证金贷款设施以及养老金等。
目前未提供商号、网站或跨境服务相关信息。
请读者以 ASIC 官方登记页面信息为准,并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。
官方登記欄位
| 監管機構 | ASIC |
| 牌照/登記號 | AFSL 236643 |
| 登記狀態 | Authorised (AFS licensee — FX/derivatives-related authorisation) |
| ABN/ACN | 42000001007 |
| 牌照生效日期 | 10/03/2004 |
| 登記地區 | SYDNEY NSW 2000 Australia |
数据来源:ASIC AFS Licensee dataset (data.gov.au) · 同步日期 2026-10-28
授權條件(ASIC 原文)
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:
(B) MDA services;
(ix) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
(x) securities;
(xi) standard margin lending facility;
(xii) superannuation; and
(xiii financial products limited to:
(A) miscellaneous financial investment products limited to MDA services;
(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) 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) 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;
(F) interests in managed investment schemes including:
(1) investor directed portfolio services;
(G) interests in managed investment schemes limited to:
(2) MDA services;
(H) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
(I) securities;
(J) superannuation; and
(K) financial products limited to:
(1) miscellaneous financial investment products limited to MDA services; 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:
(2) MDA services;
(I) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
(J) securities;
(K) standard margin lending facility;
(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:
(B) MDA services;
(ix) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
(x) securities;
(xi) standard margin lending facility;
(xii) superannuation; and
(xiii financial products limited to:
(A) miscellaneous financial investment products limited to MDA services;
(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) 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) 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;
(F) interests in managed investment schemes including:
(1) investor directed portfolio services;
(G) interests in managed investment schemes limited to:
(2) MDA services;
(H) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
(I) securities;
(J) superannuation; and
(K) financial products limited to:
(1) miscellaneous financial investment products limited to MDA services; 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:
(2) MDA services;
(I) retirement savings accounts ("RSA") products (within the meaning of the Retirement Savings Account Act 1997);
(J) securities;
(K) standard margin lending facility;
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