Agreements

Authorised Representative Agreement - AFSL, Wholesale

Version 6.0 - Last updated: 14 Aug. 2024

If you are planning on appointing authorised representatives under your licence, then you should have an authorised representative agreement, setting out the terms and conditions of this arrangement.  This pack includes a Corporate Authorised Representative (CAR) Agreement template and a Sub-Authorised Representative Agreement for individuals employed by the CAR.

Included documents

Document Version Type Date
Authorised Representative Agreement - AFSL 6.0 Agreement 14 Aug. 2024
Sub-Authorised Representative Agreement - AFSL 2.1 Agreement 14 Aug. 2024