WEL-LINK FUNDS PTY LTD

address: Sydney, NSW 2000, Australia

WEL-LINK FUNDS PTY LTD (Licence# 000507266) is an Australian financial service (AFS) licenced with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. The licence issue date is July 6, 2018.

Service Overview

Register Name AFS Licence
Licence Name WEL-LINK FUNDS PTY LTD
Licence Number 000507266
Licence ABN 71621606602
Issue Date 2018-07-06
Locality SYDNEY
State NSW
Postcode 2000
Country Australia

Licence condition

This licence authorises the licensee to carry on a financial services business to:
  • provide general financial product advice only, for the following classes of financial products:
    • deposit and payment products limited to:
      • basic deposit products;
    • derivatives restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
      • management or mitigation of the financial consequences of particular circumstances happening; or
      • avoiding or limiting the financial consequences of fluctuations, in or in the value of, receipts or costs (including prices and interest rates);
      • general insurance products; and
      • interests in managed investment schemes excluding investor directed portfolio services; and
  • deal in a financial product by:
    • issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
      • interests in managed investment schemes limited to:
        • own managed investment scheme only;
      • derivatives restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
        • management or mitigation of the financial consequences of particular circumstances happening; or
        • avoiding or limiting the financial consequences of fluctuations, in or in the value of, receipts or costs (including prices and interest rates);
        • applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
        • deposit and payment products limited to:
        • basic deposit products;
        • derivatives restricted to derivatives utilised for the management of financial risk (hedging) which only have the purposes of:
        • management or mitigation of the financial consequences of particular circumstances happening; or
        • avoiding or limiting the financial consequences of fluctuations, in or in the value of, receipts or costs (including prices and interest rates);
        • general insurance products;
        • to wholesale clients.

Office Location

Locality SYDNEY
State NSW
Postcode 2000
Country Australia

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Competitor

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Postal Code 2000

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Dataset Information

Data Provider Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register
Jurisdiction Australia
Related Datasets Australian Businesses, Australian Companies

This dataset includes 33 thousand financial advisers registered with Australian Securities and Investments Commission (ASIC), Australian Financial Services Licensee Register. Australian Financial Services Licensees are required to keep the details of their financial advisers up to date on ASIC's Financial Services Register. Each financial adviser is registered with name, number, role status, ABN, first advice year, licence name and number, licence ABN, adviser start date and end date, appointing representative, disciplinary action, product authorisations, qualifications and training, memberships, etc.

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