Intrinsic AFSL Solutions

Get AFSL

We can work with your lawyers to make an application for an AFSL. This includes licence documentation and operating design, policies, procedures and all registers.

Keep AFSL

We ensure that you comply with your regulatory and contractual obligations to regulators, clients and service providers, thereby ensuring you retain your AFSL and clients.

Grow

We provide consulting and business support to entities wanting to grow their business in retail, high net worth and institutional markets.

Support

We help you grow your business by providing professional support for all non-investment parts of your business, including product development.

AFSL Solutions

We focus on AFSL holders or entities that want to be. Our deep understand of what is required to be successful is derived from more than 35 years’ hands-on experience with some of Australia’s largest fund managers.

We have established funds management companies, won awards for product innovation, been awarded large institutional investment mandates. We created Australia’s first robo-advice service.

Why use us

We are unique on many levels. Our consulting services offer much more than just operations, administration and compliance. For example, product creation and development, service provider selection, Artificial Intelligence and cyber-crime, process improvement and strategic advice.

High quality outcomes

Our work is well regarded by global investment due diligence companies as well as custodians and trustees and clients. This is to be expected as we have over 35 years hands-on experience managing financial services companies at some of Australia’s largest fund managers.

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Our Financial Services

We are at your service with our expert staff.

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The opportunity

Not sure about setting up firm? We can help you decide, We can act as a sounding board, help with budgeting, lease negotiation and so on.

Experiance

We have successfully set-up financial services companies before. Perhaps the most notiable being IOOF Investment Management – Equities. (now Insignia Financial).

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Establishment

Proper establishment takes a lot of time. Given Intrinsic’s vast library of documents, we can greatly reduce the time to properly establish your company.

Corporate governence

A strong corporate governance structure is critical to winning large clients. It is also a necessary for a business to be well run.

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Risk Management

When you are responsible for other people’s money, there is a greater responsibility to ensure that the possible impact of unexpected events has been assessed and planned for.

Risk Management

Intrinsic focuses on all non-investment risks. Operational , compliance and corporate governance risks are taken care of.

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Maintenance

Once the business is established, maintaining policies, procedures and registers to a high standard is something we can assist you with.

Support

We provide support at all levels. See our extensive library. Plus, we can draft important documents, like time consuming due diligence questionaries.

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Strategic Advice

A lifetime of working in some of Australia’s largest financial services companies, mostly as senior executives we are able to provide in depth strategic advice.

Executing a plan

A good strategy plan is worth nothing, if you can't successfully execute it. We can help you execute your plan.

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Process improvement

Creating and improving internal policies and procedures is at the core of what Intrinsic offers financial services businesses.

Process improvement

In business nothing stands still. Change is inevitable and that means constantly reviewing and improving the way you do things.

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Artificial Intelligence

AI is already impacting financial services. It is a disruptive technology that you ignore at your peril Adapt to the revolution or slowly die.

Threats & Opportunities

We are uniquely positioned to help you with the opportunities and threats that AI offers.

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Cyber Crime

AI is being used by cyber criminals, to attack financial services companies. It is significant and rapidly growing threat to your business.

Cyber Attack

You must protect your business and its clients against increasingly sophisticated cyber attacks driven by AI. There are financial, brand and regulatory impacts of cyber attack.

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Product Development

New products provide an opportunity to create excitement amongst distributors, staff and clients. We have won awards for product creation.

Growth

Product development offers, growth and expansion opportunities, keeping ahead of competitors, reinventing or refreshing your business, changing with the trends.

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Featured Capabilities

We are solely focussed Australian Financial Services licence holders and those companies wanting to be a licence holder.

Cybercrime is a common and significant threat to financial services businesses. The rise of Artificial Intelligence exacerbates this threat greatly. Criminal organisations and rogue nations are actively involved in Cybercrime. We can help you mitigate the threat of Cybercrime, though changes to your policies and procedures.

Cyber Security

Regulators frequently change their requirements of AFSL holders. We can help you monitor and implement regulatory change including adjusting your existing documents and where necessary create new ones.

Regulatory Change

We have a long history in the development of unique products one of which won the Victorian Government Innovation in Funds Management Award. We can assist creating a new product, from creation, through implementation to launch.

Product Development

We can help you with the opportunities and threats that Artificial Intelligence (AI) offers. This includes finding opportunities to use AI and updating documentation, policies and procedures for AI.