AFSL Search logoAFSL Search

Evolution Trustees Limited

CurrentAustralian Financial Services LicenceAFSL 486217

This is the public ASIC register record for Evolution Trustees Limited's Australian Financial Services Licence. Review the status, authorisations and conditions below, and confirm anything time-critical on ASIC Connect.

Licence overview

AFSL
486217
Status
Current
Issued
2016-08-18
ABN
29 611 839 519
Location
SYDNEY, NSW
Monitor this licence for status changesFree →

Authorised financial services

Licence conditions40 items

This licence authorises the licensee to carry on a financial services business to provide financial service(s) limited to:

Provide financial product advice limited to personal and general financial product advice limited to:

Australian carbon credit units to wholesale clients;

basic deposit products to wholesale clients;

debentures, stocks or bonds issued or proposed to be issued by a government to wholesale clients;

derivatives to wholesale clients;

eligible international emissions units to wholesale clients;

foreign exchange contracts to wholesale clients;

managed investment schemes excluding IDPS to wholesale clients;

non-basic deposit products to wholesale clients; and

securities to wholesale clients.

Provide financial product advice limited to general financial product advice limited to:

basic deposit products to retail clients;

debentures, stocks or bonds issued or proposed to be issued by a government to retail clients;

derivatives to retail clients;

foreign exchange contracts to retail clients;

managed investment schemes excluding IDPS to retail clients;

non-basic deposit products to retail clients; and

securities to retail clients.

Deal in a financial product limited to issue, apply for, acquire, vary or dispose of a financial product limited to:

derivatives to retail and wholesale clients;

foreign exchange contracts to retail and wholesale clients;

managed investment schemes excluding IDPS to retail and wholesale clients; and

securities to retail and wholesale clients.

Deal in a financial product limited to apply for, acquire, vary or dispose of a financial product on behalf of another person limited to:

Australian carbon credit units to wholesale clients;

basic deposit products to retail and wholesale clients;

debentures, stocks or bonds issued or proposed to be issued by a government to retail and wholesale clients;

derivatives to retail and wholesale clients;

eligible international emissions units to wholesale clients;

foreign exchange contracts to retail and wholesale clients;

general insurance products to retail and wholesale clients;

managed investment schemes excluding IDPS to retail and wholesale clients;

non-basic deposit products to retail and wholesale clients; and

securities to retail and wholesale clients.

Operate a registered management investment scheme as responsible entity (includes holding any incidental property) limited to the specified scheme types(s) only:

derivatives to retail and wholesale clients;

direct real property to retail and wholesale clients; and

financial assets to retail and wholesale clients.

Provide a custodial or depository service other than IDPS to retail and wholesale clients.

Related licences & representatives (73)

Showing 60 of 73 related records.

Frequently asked questions about AFSL 486217

What is AFSL 486217?

AFSL 486217 is the Australian Financial Services Licence held by Evolution Trustees Limited, recorded on ASIC's AFSL register.

Is this licence current?

On the latest public ASIC data shown here, AFSL 486217 is current and active. Status can change, so confirm on ASIC Connect for time-critical decisions.

What is this licensee authorised to do?

Under AFSL 486217, the licensee is authorised for Credit & Lending, Custodial Services, Deposit Products, Derivatives, Foreign Exchange, General Insurance, Managed Investments and Securities. The exact authorisations and conditions are listed above.

How do I verify AFSL 486217?

Look up the company or AFSL 486217 on ASIC Connect, then compare the status and details there with this page.

Is this the official ASIC register?

No. AFSL Search is an independent lookup tool built on public ASIC register data — not affiliated with ASIC. Rely on ASIC Connect for official confirmation.