INTRINSIC'S COMPETITIVE ADVANTAGE

INTRINSIC’S COMPETITIVE ADVANTAGE

**** We are the epicentre for your needs AFSL financial services needs. No one else has the depth of understanding of front, middle and back offices, compliance and governance and how they link up, as Intrinsic.

This is because we have and real world experience at creating and building successful AFSL businesses.

WE OFFER A COMPLETE PACKAGE OF SERVICES TO START-UPS AND ESTABLISHED AFSL HOLDERS

**** Our service focuses on start-up and established AFSL holders only. With more than 35 years hands-on experience managing financial services businesses we have the detailed knowledge that others don’t. This makes us unique.

**** We have started several financial services businesses from scratch.

**** We are the most efficient way to create and grow your AFSL business because we have over 300 policy, and procedure documents already created which we can modify to your business objectives.

We combined the best of their recommendations into our library of over 300 policies, procedures and registries. For us these were ‘living’ documents used in our investment advisory and management business. These are available to you.

These have been highly rated by due diligence groups and institutional funds managers. Access to these materials and our advice will expedite your road to success and profitable grow.

**** We know how to create low cost financial services businesses, which is always important, particularly for startup businesses who almost always underestimate the setup costs and on-going expenses and the length of time it takes to achieve cash flow breakeven. As a result, they don’t last more than a few years.

**** We can help you meet the challenge that Artificial Intelligence and Cyber Crime on your business because we know where AI could improve your business.

This includes finding opportunities to use AI and updating documentation, policies and procedures for AI.

**** We can help you meet the challenge that Artificial Intelligence and Cyber Crime on your business

**** Cyber crime 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 Cyber crime

We can help you mitigate the threat of Cyber crime, though changes to your policies and procedures.

**** Implementing and monitoring regulatory change.

Regulators frequently change their requirements of AFSL holders.

The changes suggested by the investment advice review will have a massive massive impact on businesses providing advice.

We can help you monitor and implement regulatory change including adjusting your existing documents and where necessary create new ones.

**** Product Development

We have over 3 decades experience providing risk advice and establishing AFSL businesses. As investment managers, we have been subject to in depth due diligence from Australian and international due diligence companies as well as institutional fund managers. We have always been highly rated after scrutiny.

We combined the best of their recommendations into our library of over 300 policies, procedures and registries. For us these were ‘living’ documents used in our investment advisory and management business. These are available to you.

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.

****  Risk advisory and due diligence

We have over 3 decades experience providing risk advice and establishing AFSL businesses

When undertaking due diligence on a service provider we focus only on relevant matters. Is the business a well run business?

**** Because of our experience we can offer you support in areas that other cannot. For example, GS 007 audits, fund manager manager / asset consultant due diligence questionnaires, PRI annual returns,   Austrac reports, client attestation reports, FSC investment manager questionnaires and so on.

Other parts of this website explain the services we offer financial services business.