What We Do
True Oak provides AFS Licence for Hire and Trustee for Hire services. Our core focus is helping Australian companies who share our vision of transitioning capital towards investments that blend financial returns with authentic social and environmental impact. True Oak also more broadly supports independently owned, boutique funds management firms.
What We Offer
AFS Licensee for Hire
True Oak Investments is a licensed provider of authorised representative services. Your business becomes a Corporate Authorised Representative (CAR) of True Oak, and under our Australian Financial Services (AFS) Licence, you are authorised to provide advice and dealing services to wholesale clients in relation to financial products including managed investment funds, securities, and Australian carbon credits units (ACCUs).
Operating as a CAR means that you can focus on servicing your clients and building your brand, whilst we’re focused on the ongoing compliance activities related to holding an AFS Licence. Contact us if you’re interested in partnering with a respected AFS Licensee.
Trustee for Hire
True Oak Investments is authorised by our Australian Financial Services (AFS) Licence to be the trustee for wholesale, unregistered managed investment funds across a spectrum of asset classes. As trustee, we’ll take responsibility for the compliance and governance of the fund, allowing you to focus on the fund’s growth and investment performance.
Our bespoke approach helps you to build a fund that meets your clients' needs. For example, we’re service provider agnostic, which means you select the providers (administrator, custodian, etc.) that meet your needs and your budget, and we’re always open to considering service enhancements and efficiencies.
If you’re a fund manager seeking an appropriate structure to raise funds from wholesale investors, we’d welcome the opportunity to share our experience and expertise in providing independent trustee services with you.
Who We Work With
Some of our clients include:
