The Financial Writing Company

The Financial Writing Company

1300 477 210

WELCOME TO The Financial Writing Company Where compliance meets creativity

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Managed Investment Scheme (MIS) Australian Financial Services Licence (AFSL)

WHY CHOOSE US?

Offering a financial product or service in Australia is a highly regulated activity. Even determining what a financial product is or if a client requires an AFSL or other compliance arrangement or framework can be complex.

Along with our legal, compliance and other specialist partners we have capability to provide a turnkey licensing solution. The starting point is our client’s business activities and what they want to achieve for themselves and their investors. Our job is couch these activities in a compliant framework and provide comfort to our clients and their investors that they are operating in a sound legal manner.

AFSL

What Compliance Framework do I need?
Most clients simply want to get about their business creating wealth for their investors and stakeholders. As part of their business activities they are offering a product or solution that may or may not be deemed a financial product or service. Our job is to understand what our clients want to achieve and set out a clear compliance framework that covers their activities.

AFSL Application Management Service
A complete outsourced solution where it has been determined a client requires an AFSL and want an experienced provider to manage the licensing process and applications for them.

Authorised Representative Sourcing
For clients who don’t qualify to apply for their own AFSL, we provide a service where we match clients to an existing AFSL and facilitiate their becoming a  Corporate Authorised Representative (CAR).

Managed Investment Schemes

For clients whose business activities involve funds and managed investment schemes (MIS) we provide a complete tailored solution with options to outsource part or all of the compliance requirements.

We offer a one stop  shop approach that lets clients focus on what they do best whilst our hand picked team of experts across legal, trustee, admin/registry and tax/accounting focus on setting up and managing a compliance framework.

Our aim is to demystify Managed Investment Schemes and make them more accessible to more clients. We provide a clear simple explanation of the set up and ongoing process and clear indication of all costs and fees involved.

GET IN TOUCH

Please complete the Quick Contact Form RHS and we’ll contact you within 24 hours or telephone 1300 477 210