Loading...
Loading...
Committed to the highest standards of regulatory compliance and client protection
Managed Portfolio Services Limited operates under Australian Financial Services License (AFSL) No. 00233761, issued by the Australian Securities and Investments Commission (ASIC). This license authorizes us to provide financial services to both retail and wholesale clients.
Our commitment to compliance ensures that we meet all regulatory requirements while providing exceptional service to our clients. We maintain the highest standards of professional conduct and ethical business practices.
Our comprehensive compliance framework covers all aspects of financial service delivery
Full compliance with all Australian Financial Services License obligations including adequate arrangements, competency requirements, and ongoing monitoring.
Comprehensive client protection measures including segregated client accounts, professional indemnity insurance, and strict confidentiality protocols.
Robust risk management framework covering operational, financial, and compliance risks with regular monitoring and reporting procedures.
Comprehensive AML/CTF program including customer identification, ongoing monitoring, and suspicious matter reporting in accordance with AUSTRAC requirements.
Strict adherence to best interest duty requirements ensuring all advice and recommendations are in the client's best interests and appropriate to their circumstances.
Comprehensive disclosure and reporting framework ensuring transparency and accountability in all client interactions and regulatory communications.
Important regulatory details and contact information
Level 1, 800 Bourke Street
Docklands, Victoria 3008
Australia
Email: [email protected]
Phone: +61 39 088 0343
Email: [email protected]
Phone: +61 39 088 0343
If you have a complaint that cannot be resolved internally, you can contact our external dispute resolution scheme
Website: www.afca.org.au
Email: [email protected]
Phone: 1800 931 678
Mail: GPO Box 3, Melbourne VIC 3001
10872
AFCA provides fair and independent financial services complaint resolution that is free to consumers.