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1. Check you are authorised to update the Financial Advisers Register

You are authorised to update the Financial Advisers Register if you:

• have your own AFS licence
• manage an AFS licence for a business, or
• have been authorised to update the Financial Advisers Register by an AFS licensee.

You need to be set up in聽聽to update the Financial Advisers Register. ob体育 Connect is our online service for notifying and updating details with ob体育.

For more information, see聽Who updates the Financial Advisers Register.

2. Collect the information you need

You need to provide details for each financial adviser you want to appoint, including:

• name
• role type (relevant provider, provisional relevant provider 辞谤听time-share adviser)
• business address, email address and phone number
• work history
• qualifications and training
• ability to provide tax (financial) advice services
• memberships of professional bodies
• financial products they are authorised to give advice on.

The financial products that a relevant provider can provide advice on must not exceed those of the AFS licensee.聽

If a relevant provider is also an authorised representative, you need their representative number to appoint them as a relevant provider. To find their number, search the聽. This number is used for both roles.

If a relevant provider is authorised by another AFS licensee and is already appointed on the Financial Advisers Register, you need to check their details are correct before you appoint them (using the same representative number).

For a full list of details that must be included on the Financial Advisers Register, see聽Information on the Financial Advisers Register. Documentation is not required to appoint a relevant provider, however, you must declare that the information you have provided is complete and accurate.

3. Decide how you will pay

Fees apply for appointing relevant providers to the Financial Advisers Register. You can choose to pay either:

• online using a credit card, or
• later by BPAY or invoice.

The cost depends on how many relevant providers you are appointing. See聽Fees for updating the Financial Advisers Register.聽Late fees may also apply.

4. Log in to ob体育 Connect

and follow the prompts.

Refer to聽How to appoint a relevant provider for step-by-step instructions.

5. Keep their details up to date

When a relevant provider鈥檚 details change, the AFS licensee must update the Financial Advisers Register within聽30 business days.

See Maintain (update) or correct a relevant provider鈥檚 details.

For more information on the general obligations for AFS licensees, see聽AFS licensee obligations.