ob体育

Appoint an authorised representative

Before you can appoint an authorised representative to your AFS licence, you need to link the authorised representative to your ob体育 Connect account.

To appoint an authorised representative to your AFS licence using ob体育 Connect. When you appoint an authorised representative, they are listed on the .

See associated information:

• Information Sheet 91: Who can be an authorised representative of an AFS licensee听
• Appointing and ceasing an AFS authorised representative

Refer to the following user guides collated below:

• User guide: How to link authorised representatives to your ob体育 Connect account
• User guides: Signing up and using ob体育 Connect
• User guides: Appoint an authorised representative and/or adviser

Update or correct an authorised representative's details

To update or request a correction to an authorised representative's details using ob体育 Connect, follow step-by-step instructions in the user guide.

Refer to the following user guide collated below: Update details of an authorised representative and/or adviser.

Cease (remove) an authorised representative

To remove an authorised representative from you licence using ob体育 Connect, follow these step-by-step instructions in the user guide.

Refer to the following user guide collated below: User guides: Cease an authorised representative and/or adviser.

Appoint a financial adviser

When you authorise an adviser, you must appoint the adviser to the Financial Advisers Register using ob体育 Connect.听

Refer to the following user guide collated below: User guides: Appoint an authorised representative and/or adviser.

When you appoint an adviser, they are listed on the听Financial Advisers Register.

Register a financial adviser with ob体育

As an AFS licensee, you can apply to register a financial adviser with ob体育 after they have been appointed to the Financial Advisers Register. For more information and step-by-step instructions, see Register a financial adviser with ob体育.

Update or correct an adviser's details

When an adviser's details change, you must update their details on the Register using ob体育 Connect. Follow the step-by-step instructions in the user guide.

Refer to the following user guide collated below: User guides: Update details of an authorised representative and/or adviser.

Cease (remove) an adviser

To remove an adviser from you licence using ob体育 Connect, follow these step-by-step instructions in the user guide.

Refer to the following user guide collated below: User guides: Cease an authorised representative and/or adviser.