Bt Portfolio Services Ltd
This is the public ASIC register record for Bt Portfolio Services Ltd's Australian Financial Services Licence. Review the status, authorisations and conditions below, and confirm anything time-critical on ASIC Connect.
Licence overview
- AFSL
- 233715
- Status
- Current
- Issued
- 2004-02-09
- ABN
- 73 095 055 208
- Location
- SYDNEY, NSW
Authorised financial services
Licence conditions46 items
This licence authorises the licensee to carry on a financial services business to:
provide general financial product advice for the following classes of financial products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
derivatives;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
securities;
standard margin lending facility;
superannuation; and
financial products limited to:
miscellaneous financial investment products;
deal in a financial product by:
issuing, applying for, acquiring, varying or disposing of a financial product in respect of the following classes of financial products:
derivatives;
interests in managed investment schemes including:
investor directed portfolio services;
securities; and
superannuation; and
applying for, acquiring, varying or disposing of a financial product on behalf of another person in respect of the following classes of products:
deposit and payment products including:
basic deposit products;
deposit products other than basic deposit products; and
non-cash payment products;
derivatives;
debentures, stocks or bonds issued or proposed to be issued by a government;
life products including:
investment life insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds; and
life risk insurance products as well as any products issued by a Registered Life Insurance Company that are backed by one or more of its statutory funds;
interests in managed investment schemes including:
investor directed portfolio services;
securities;
standard margin lending facility;
superannuation; and
financial products limited to:
miscellaneous financial investment products; and
provide the following custodial or depository services:
operate investor directed portfolio services (each of which is referred to as the IDPS); and
operate custodial or depository services other than investor directed portfolio services;
to retail and wholesale clients.
Frequently asked questions about AFSL 233715
What is AFSL 233715?
AFSL 233715 is the Australian Financial Services Licence held by Bt Portfolio Services Ltd, recorded on ASIC's AFSL register.
Is this licence current?
On the latest public ASIC data shown here, AFSL 233715 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 233715, the licensee is authorised for Credit & Lending, Custodial Services, Deposit Products, Derivatives, Life Insurance, Managed Investments, Non-Cash Payments, Securities and Superannuation. The exact authorisations and conditions are listed above.
How do I verify AFSL 233715?
Look up the company or AFSL 233715 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.