Hosted Solution Implementation - New Adviser Checklist

Hosted Solution Implementation - New Adviser Checklist

New Adviser Checklist Overview

Company Details    
Company trading name    
Company ABN Number    
Corporated Authorised Rep #    
Adviser Details    
Authorised Rep / Corporated Authorised?    
Adviser Full Name    
Preferred Phone Number    
Preferred Email    
Preferred Address    
Job Title    
Qualifications (from signature)    
Individual Authorised Rep #    
Cost rate (per hour)    
Charge our rate (per hour)    
ASIC Licensee Name    
ASIC Licensee AFSL #    
Licensee ABN    
Commission Splits    
Dealer    
Branch    
Other    
Corporate Image / Other    
Signature

These need to be uploaded into XPLAN. They are located under Administer Users > *User Name* > Key Detail > Signatures

Adviser Signature
(3 x 1.5cm)

 

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