Hold AFSL with derivative authorisations (margin lending + CFD + binary)

Issuers of OTC derivatives to retail clients face product intervention orders + tightened conditions.

criticalcurrentongoing

Who must comply

AFSL holders issuing OTC derivatives to retail clients.

What triggers it

Issuing covered derivatives.

When due

Continuous.

Evidence required

AFSL authorisation; product design conformance; client onboarding + suitability records.

Max penalty

Civil penalties to financial services maximum

Summary

Margin lending + CFDs + binary options for retail clients have been subject to ASIC product intervention orders (binary options banned 2022; CFD leverage caps + restrictions; margin lending tighter financial assistance rules). Issuers must hold appropriate AFSL authorisations + observe intervention orders.

Enforced by

Source legislation

Industries

Topics

financial-servicesderivativesproduct-intervention

Source: https://asic.gov.au/regulatory-resources/financial-services/product-intervention-power/. Rules Mate is not a law firm. Always verify against the live regulator source before acting.