We are veteran funds management professionals with decades of experience in what we offer to you.

 

Put simply, we have “walked in your shoes”.

 

Above all, we understand the pressures that you and your team have to deal with everyday. Not only do these pressures come from investment markets and the need to at least match or exceed quarterly and annually performance benchmarks. They come from the need to ensure that your business is proven to be well managed satisfying requirements of ASIC and the Corporations Law and regulations, as well as other Laws and regulations and also client and service provider agreements, (including those of your insurers).

 

We have established successful financial services companies from stratch.

 

We have a library of over 300 policies, procedures and registers already written, that can be tailored by Intrinsic to meet the requirements of your business.

 

Because of this experience and our resources we are significantly quicker and lower cost that you researching, drafting  and creating, your own polcies, procedures and registers, from stratch.

 

Our library of policies, proedures and registers have be highly rated by local and international due diligence groups.

 

Lawyers and compliance consultants specialise in providing you with policy document templates for you to fill in the details. These likely to be sufficient to be granted an AFSL, however they will need to be tailored and turned into complying policies in order to meet the ongoing ASIC requirements imposed on AFS licensee’s.

 

We already have a large library of competed documents that are likely to require minimal adjustment for your business, thus saving you a lot of time and expense.

 

Procedures then need to be written to implement these and other policies into your business operations. “Walk the talk” as the old idiom goes.

 

Intrinsic has the operational experience from experience in operating financial services business’s which means we can develop and manage policies and procedures to give the policies life so you can walk the talk.

 

The following chart is a representation of the number of policies, procedures and registers that an AFSL company will need to have inplace as the complexity of its business grows.

 

 

We have a library of over 300 policies and procedure documents which after talking to you, we tailor to your needs and (if you want) implement them into your business operations.

 

EPICENTRE

 

We also operate as a epicentre for AFSL holders. We can supply most services that you will need to establish, maintain and grow your business and we can search and recommend service providers that will best meet our objectives.