Provenance brings authorised representative onboarding, compliance and regulatory reporting, managed scheme and trustee infrastructure, syndication and co-investment, and operational governance together on the licensed framework of Providence Equity Holdings. Operate under our AFSL, or use the infrastructure alongside your own licence.
How Provenance works
Provenance gives wholesale managers and advisors two ways to operate:
- Under our AFSL — as an authorised representative, providing financial services under the licence of Providence Equity Holdings rather than holding your own.
- Alongside your own AFSL — using our compliance, scheme and operational infrastructure to support your licensed business.
Either way, the licensing, compliance and operational backbone is handled — so you can focus on your strategy and your clients.
What's on the platform
The infrastructure a wholesale financial services business runs on, in one place:
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Authorised Representative Onboarding →
Operate under our AFSL rather than holding your own.
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Compliance & Regulatory Reporting →
A maintained compliance framework, monitoring and regulatory reporting.
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Managed Scheme & Trustee Infrastructure →
Licensed trustee and scheme infrastructure for wholesale funds.
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Syndication & Co-Investment →
Licensed infrastructure to pool wholesale capital into deals.
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Operational Governance →
Governance, risk and operating-standard frameworks.
Built on a licensed framework
Provenance is built on the licensed framework of Providence Equity Holdings Pty Ltd — an Australian Financial Services Licensee (ACN 612 005 928, AFSL 487419). → About Providence Equity Holdings
Who it's for
For wholesale investment managers, corporate advisors and family offices:
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Investment Managers →
Launch or relocate a wholesale strategy under an established AFSL.
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Corporate Advisors →
Advise and transact for wholesale clients under our licence.
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Family Offices →
Co-invest with peers and lead your own deals under licensed infrastructure.
The platform is in development
The Provenance platform is in development. In the meantime, the underlying authorised representative, compliance and infrastructure services are available now through Providence Equity Holdings Pty Ltd — get in touch and we'll get you set up.