Authorised Representative Agreement - AFSL, Wholesale

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.

This resource may assist Australian Financial Services Licence (AFSL) holders and financial services businesses looking for practical legal documentation to support representative appointments and formalise their authorised representative arrangements.