Focused comparison

Australia custody/client assets vs United Kingdom custody/client assets

A focused comparison for custody/client assets businesses choosing between Australia and United Kingdom.

QuestionAustraliaUnited Kingdom
Likely routeAFSL custody, depository, client money, and responsible entity analysisFCA safeguarding, custody, CASS, arranging custody, and prudential analysis
Key peopleResponsible managers with appropriate competence and organisational capacity Authorised representatives where services are provided under another licenseeSenior Manager Function approval where a controlled function applies Certification for relevant staff under SM&CR where applicable
Corporate evidenceCustody and client assets; Capital and financial resources; Compliance framework; Outsourcing and vendors; Regulatory reporting; Official-source route memo; Public register verification plan; Questions log for qualified advisersCustody and client assets; Capital and financial resources; Compliance framework; Outsourcing and vendors; Regulatory reporting; Official-source route memo; Public register verification plan; Questions log for qualified advisers
Capital/resourcesFinancial resource expectations depend on authorisations, financial products, client money/custody, and licensee obligations.Capital and prudential requirements depend on the permissions, MiFID/MIFIDPRU status, client asset position, and business model.
TimelineOften 4 to 8+ months depending on authorisations and proof quality.FCA service standards distinguish complete and incomplete applications; practical timelines often run 4 to 10+ months.
Common bottlenecksRequested authorisations are broader than the actual operating plan can support Responsible manager evidence is thin or not matched to all authorisationsPermissions requested do not match the actual operating model Financial forecasts are inconsistent with the applicant legal entity or prudential category