Intervate Capital Limited
This is the public ASIC register record for Intervate Capital Limited's Australian Financial Services Licence. Review the status, authorisations and conditions below, and confirm anything time-critical on ASIC Connect.
Licence overview
- AFSL
- 492814
- Status
- Current
- Issued
- 2019-02-21
- ABN
- 13 613 975 812
- Location
- MELBOURNE, VIC
Authorised financial services
Licence conditions53 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:
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;
foreign exchange contracts to wholesale clients;
life products limited to investment life insurance products to wholesale clients;
life products limited to life risk insurance products to wholesale clients;
managed investment schemes including IDPS to wholesale clients;
margin lending facilities limited to standard facilities to wholesale clients;
non-basic deposit products to wholesale clients;
non-cash payment products to wholesale clients;
retirement savings accounts to wholesale clients;
securities to wholesale clients; and
superannuation 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;
life products limited to investment life insurance products to retail clients;
life products limited to life risk insurance products to retail clients;
managed investment schemes including IDPS to retail clients;
margin lending facilities limited to standard facilities to retail clients;
non-basic deposit products to retail clients;
non-cash payment products to retail clients;
retirement savings accounts to retail clients;
securities to retail clients; and
superannuation 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 wholesale clients; and
managed investment schemes limited to own managed investment schemes 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:
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;
foreign exchange contracts to retail and wholesale clients;
life products limited to investment life insurance products to retail and wholesale clients;
life products limited to life risk insurance products to retail and wholesale clients;
managed investment schemes including IDPS to retail and wholesale clients;
margin lending facilities limited to standard facilities to retail and wholesale clients;
non-basic deposit products to retail and wholesale clients;
non-cash payment products to retail and wholesale clients;
retirement savings accounts to retail and wholesale clients;
securities to retail and wholesale clients; and
superannuation to retail and wholesale clients.
Operate a registered management investment scheme as responsible entity (includes holding any incidental property) limited to:
The following named scheme: B. ETHICAL INVESTMENT FUND (ARSN 631506673) which holds the following types of property;
derivatives 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 (1)
Frequently asked questions about AFSL 492814
What is AFSL 492814?
AFSL 492814 is the Australian Financial Services Licence held by Intervate Capital Limited, recorded on ASIC's AFSL register.
Is this licence current?
On the latest public ASIC data shown here, AFSL 492814 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 492814, the licensee is authorised for Credit & Lending, Custodial Services, Deposit Products, Derivatives, Foreign Exchange, Life Insurance, Managed Investments, Non-Cash Payments, Securities and Superannuation. The exact authorisations and conditions are listed above.
How do I verify AFSL 492814?
Look up the company or AFSL 492814 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.