Innovation for your portfolio management services
Bespoke Portfolio Pty Ltd (Bespoke) is an innovative Australian Financial Services Licensee (AFSL 341991) that offers financial services advisers the ability to provide a Managed Discretionary Account (MDA) service.
With years of experience, a qualified team and extensive networks, Bespoke Portfolio’s Authorised Representatives can be confident in the integrity of our company and its investment in market-leading solutions. Our mandate is to provide the framework within which an advice business can operate safely in a highly regulated and rapidly changing environment.
We are ideally positioned to help the new breed of Fintech Robo Advisers that are rapidly gaining traction in today’s market place.
Our specific obligations as a Licensee are to ensure:
- sound conduct and disclosure
- the ethical provision of our financial services
- the competence, knowledge and skills of our responsible managers, as well as their good fame and character
- the training and competence of our representatives and authorised representatives regarding their obligations
- our representatives (including authorised representatives) comply with the financial services laws
- we are compliant, and have processes for managing conflicts of interest and risk
- the adequacy of our financial, technological and human resources, and
- that we have dispute resolution and compensation arrangements (applies to retail clients).