advis

Adviser Licensing Solutions

RM Capital is a full service AFSL Licensee dedicated to providing financial advisers with a fully integrated, cost effective and turn key solution for their financial services business.

Our relationship with ASX Members, Compliance Consultants and other key service providers enables the provision of a highly professional and seamless service.

Combined with our research capability, deal flow and extensive network, RMC believe this service will be the model of the future enabling financial advisers to work in a more independent and flexible environment while maintaining the best practice and service to their clients.

Our Relationship

RMC provides Authorised Representatives Licenses to both individuals and Corporate entities;

  • Individuals and Corporate entities operate as independent business operations;
  • RMC recognizes that clients are loyal to advisers, not licensees, and
  • RMC will not contact your clients directly.

RMC can provide the normal T+2 settlement terms & conditions for your clients.

What can we do for you?

RM CAPITAL can issue you with an Authorised Representative License under our AFSL.

Alternatively, if you are looking to brand your own business, we can issue your company with a Corporate Authorised Representative License that in turn can issue Authorised Representative Licenses.

RMC can provide the normal T+2 settlement terms and conditions for
your clients.

 

What can RMC license you to do?

  • Equities and ETO’s;
  • Margin Lending and Portfolio Management;
  • Financial Planning;
  • Corporate Finance and Investment banking;
  • International;
  • Insurance broking;
  • Life Products;
  • Estate Planning;
  • Derivatives;
  • SMSF;
  • Full back office support.

Contact us