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AFSL Licensing Starter Packs – Funds Management

$1,200.00$2,000.00

Description

This AFSL Application Starter Pack includes the following Core Proof and Additional Proof templates which may be required for submission to ASIC to support your AFSL Application.

This package is available for:

  • Retail Funds Management;
  • Wholesale Funds Management – Incidental Custody; and
  • Wholesale Funds Management – No Incidental Custody.


Further information on each of the documents can be found by selecting the relevant document above.

Bonus: Sophie Grace’s AFSL Pre-Application Checklist will be included free with your purchase to assist you in the initial application process.

If you require a B1 Proof Template for your Responsible Manager to be assessed under Option 1 or Option 2 of RG105 please contact us. A B1 Proof Template for your Responsible Manager to be assessed under Option 3, Option 4, or Option 5 are included in this starter pack.

All Sophie Grace Template Documents are available for instant download. 

If you require a tax invoice or have any problems with your purchase, please contact us.

Go back to AFSL Applications.

Additional information

Type of AFSL

Claims Handling and Settling, Retail Funds Management, Wholesale Fund Management – Incidental Custody, Wholesale Fund Management – No Incidental Custody, Crowd Funding, Financial Planning, Generic, Insurance Broking, Introducing Broker, Limited/Accountants, Market Making