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Being “knowingly concerned” – Could you or your client be at risk?

A recent High Court decision could have a ripple effect across the financial services space. Professional advisers should be aware of the potential adverse consequences for them and for the directors and employees of a client company which breaches the financial services laws.

What’s the difference between a registered and unregistered fund?

Generally, it is easier and cheaper to structure and promote a fund as an unregistered fund compared to a registered fund.

MARQ Trustees provides AFSL services to Lowe Living’s LGH Investment Fund #15

MARQ Trustees is providing AFSL services to Lowe Living’s LGH Investment Fund #15, offering investment in their South Melbourne development, Emerald Place.

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An AFSL is a legal requirement for virtually every person that raises money

Considering its longevity and integral role it plays in the industry, it’s surprising how much confusion and uncertainty surrounds an Australian Financial Services License (AFSL). In this article, we clear up the misconceptions surrounding who requires an AFSL.

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MARQ Trustees outperforms peers in the ASIC 2023 Cyber Pulse Survey

MARQ Trustees has scored significantly higher than its peer group in the Australian Securities and Investments Commission ASIC 2023 Cyber Pulse Survey.

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MARQ Trustees celebrates 2023 with clients and industry friends

MARQ Trustees hosted clients and industry friends at its annual End of Year Lunch, a highlight in the team’s event calendar.  

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