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Confidential Enquiry
Proprietary & Fiduciary Services Pty Ltd considers enquiries from corporate entities seeking general information about operating as a Corporate Authorised Representative under AFSL 258057.
The purpose of this enquiry process is to facilitate an initial, high‑level assessment only. It is not an application for appointment and does not involve the provision of financial services.
Enquiry Scope
Enquiries should relate to:
- The availability of a Corporate Authorised Representative framework under AFSL 258057
- The general nature of wholesale‑only authorised activities
- Preliminary questions regarding eligibility and scope
Detailed governance materials, procedures and appointment documentation are provided only following an initial assessment and subject to confidentiality.
Information Requested
To enable a preliminary assessment, Proprietary & Fiduciary Services may request limited information, which may include:
- Corporate entity details (name, jurisdiction, registration)
- A brief description of proposed business activities
- Confirmation that services would be provided exclusively to wholesale clients
- High‑level information regarding relevant experience and governance capability
Submission of information is voluntary and does not oblige the Licensee to proceed further.
Acknowledgements
By submitting an enquiry, you acknowledge that:
- The website provides general information only
- No financial services are provided via this website
- Submission of an enquiry does not create a client, representative or advisory relationship
- No appointment, authorisation or approval is granted unless and until formal documentation is executed
Contact
Enquiries may be submitted using the online enquiry form or by contacting:
Proprietary & Fiduciary Services Pty Ltd
Level 22, 85 Castlereagh Street
Sydney NSW 2000
Email: opoole@aphillip.com.au
Enquiries are reviewed to determine eligibility and suitability. Not all enquiries will proceed to further discussions.