Want to buy or sell your Australia Financial Service License (AFSL)?
Using our dedicated services, where we specialize in helping clients successfully buy or sell their Australian Financial Services License (AFSL). With our extensive expertise and industry connections, we are the trusted partner to navigate the complex process of AFSL transactions. Whether you are a buyer searching for the right AFSL or a seller looking for potential buyers, we are here to assist you every step of the way.
There are licenses with different types of authorisation. There are some activities that can be included in AFSL:
- Provide financial product advice
- Deal in a financial product by:
– issuing, applying for, acquiring, varying or disposing of a financial product
– applying for, acquiring, varying or disposing of a financial product on behalf of another person - Make a market for financial products
- Underwrite a financial product
- Managed Investment Scheme
- Managed Discretionary Account
- Provide a custodial or depository service
- Operate a registered managed investment schemes
To wholesale or retail clients.
Some financial products are as below but not limited to:
- Securities
- FX contracts
- Derivatives
- Superannuation
- Debentures, stocks or bonds issued or proposed to be issued by a government
- Non-cash payment
- Insurance product
- Standard margin lending facility
- Interests in managed investment schemes
- Retirement savings accounts
Why Choose Us?
- Extensive Network and Market Knowledge:
- Our vast network of industry contacts enables us to connect buyers and sellers effectively. We have a deep understanding of the market dynamics and can identify suitable opportunities for our clients.
- Tailored Approach:
- We take the time to understand your specific requirements, whether you are buying or selling. Our personalized approach ensures that we find the best match for your needs and goals.
- Expert Guidance:
- Our experienced team of professionals provides expert guidance throughout the entire transaction process. We are well-versed in AFSL regulations and can offer valuable insights to facilitate a smooth and compliant transaction.
Our Comprehensive AFSL Transaction Process:
- Needs Assessment:
- We begin by conducting a thorough needs assessment, understanding your specific requirements as a buyer or seller. This helps us identify the most suitable AFSL opportunities or potential buyers that align with your objectives.
- Targeted Search and Match:
- Leveraging our extensive network, we conduct a targeted search to find AFSLs for sale or interested buyers who meet your criteria. We carefully match sellers with buyers to ensure compatibility and maximize the potential for a successful transaction.
- Due Diligence Support:
- We facilitate the due diligence process by connecting you with trusted legal advisors, accountants, or financial advisors if you do not have one. These professionals specialize in AFSL transactions and possess the necessary expertise to conduct thorough assessments and evaluations.
- Legal and Documentation Assistance:
- We work closely with legal professionals to handle the legal documentation required for the transaction. From drafting contracts to reviewing terms, we ensure that all legal requirements are met and protect your interests throughout the process.
- Deal Closure and Transaction Completion:
- Our team facilitates the negotiation and agreement process, working diligently to achieve a mutually beneficial outcome for all parties involved. We guide you through the final stages of the transaction, ensuring a smooth and successful closure.
Trust us to be your partner in the buying or selling of your AFSL. With our expertise and comprehensive support, we simplify the complex process and help you achieve your transaction goals efficiently and effectively.
For available AFSLs for sale, please go to https://acpadvisory.com/marketplace
