FIDANTE

Electronic publications (downloadable)

Printed publications; stationery; reports including annual reports, fund reports and mandate reports; newsletters; statements including product disclosure statements; journals; business cards; leaflets; brochures; questionnaires

Providing business administration services including in relation to investment fund support services; business consulting services; business planning; business management and advisory services; commercial administration of the licensing of the goods and services of others; marketing; accounting services; tax administration; preparation of tax returns; human resource management; payroll processing services (for others); payroll assistance and preparation services; preparation and analysis of commercial and business reports; registry services (administration services being recording and maintaining lists and information for others); call centre services being the provision of business information; auditing; company secretarial services

Financial services; financial management, planning, analysis, evaluation and research services; wealth planning; fund investments; investment services; capital and private equity investment; funds management and investment management, planning and administration services including in respect of listed and unlisted investment vehicles, listed and unlisted trusts and stapled securities; investment fund support services including fund administration, reporting and administration of superannuation benefits and investment arrangements; providing funds management and investment management services and advice to clients (including individuals, institutional clients, superannuation funds, managed funds, trusts, life companies, investment administration platforms, wraps and master trusts, companies and bodies corporate, and investment vehicles); establishment and management of financial products; asset management and investment and their related activities and services; sub-underwriting equity and debt funding; financial dealing (including arranging dealing) in financial products including, equity securities (listed and unlisted), debt securities (listed and unlisted), other securities, shares, derivatives, futures contracts, superannuation, pension, retirement and savings products or accounts, life products, general insurance, managed funds, fixed interest securities, convertible notes, hybrid securities (including preference shares), convertible securities and cash; financial and monetary services and affairs including lending for commercial, investment or residential purposes, mortgage financing, mortgage origination; debt financing; mortgage aggregation; management of loan assets, refinancing, debt reconstruction, bridging finance, asset backed lending; provision of venture capital, underwriting equity and debt funding, sourcing equity and debt funding from banks, capital markets and institutional markets, advice on the creation of equity, debt and hybrid financial instruments, asset origination; sourcing, advising and managing infrastructure funding and assets; loans, mortgage and leasing financing arranging and other services; finance structuring services; management of commercial, office, retail, industrial and social infrastructure real estate; preparation and analysis of financial reports; unit trust services; unit pricing; valuation services including portfolio valuation services; investment custody services; financial brokerage services; consultancy, information and advisory services in relation to all the aforementioned services; financial sponsorship of education, training, entertainment, sporting or cultural activities

Education and training services including seminars and conferences relating to financial affairs, tax and regulatory matters, investments, accounting, compliance, business administration and business management; publication of reports, journals, leaflets, brochures, periodicals and newsletters in relation to financial affairs, investments, business administration and business management; consultancy, information and advisory services in relation to the aforementioned services; providing online electronic publications (not downloadable)

Legal compliance and regulatory services including compliance audits