Equity Portfolio Management (EPM), is a recently launched global equities managed account provider headed by Michael Leonard. EPM aims to provide clients with diversification and long-term
ASIC recently released a report on the feedback it received and issued a class order modifying the law to reflect the updated record-keeping obligation, following
Lodging true and accurate audited financial statements for an AFSL For most of our AFSL clients, being ‘non-disclosing entities’, your AFSL audit is due this
Vistr has created an online software to provide automated cash flow projections, saving you time in the preparation of your cash flow projections. As an
Sophie Grace was lucky to work with Madeleine L. Turner for our new phone system recordings. With her experience in radio and animated voice work,
An exciting new mobile application called “Lovedin” has been developed by our client Amy Robinson. Lovedin dating is an android app designed to bring people
Finsa helps take your brokerage from an idea to reality. They provide a full range of solutions to offer margin FX, CFD and spread trading
21 August 2014 Current The short answer is that the Government’s Corporations Amendment (Streamlining Future of Financial Advice) Regulation 2014 (the “Regulations”) currently stand, with
Sophie Grace Pty Ltd assisted Corporate Prepaid Solutions Pty Ltd (CPS) to acquire an Australian Financial Services License (AFSL) in March 2014. CPS were previously