An Australian AFSL company is available through a sale of all shares. The partner lists advice and client-dealing permissions for retail and wholesale customers across deposits, investments, life products, retirement savings, securities and superannuation.
Regulatory Scope
The permissions and assets are described in the partner acquisition file and remain subject to the company’s actual registration or licence conditions.
Included Assets and Records
- Managed-investment scope including IDPS as documented
- One Key Person and one Responsible Manager in place
- Corporate, licence and compliance materials
Acquisition Review
Responsible Manager retention is offered under separate commercial terms. Buyers should verify the service schedule, insurance and ongoing management obligations.
Commercial terms: Available on request, subject to current availability and due diligence.