Please complete the below form in as much detail as possible and click submit. The MyPlanner Adviser Services team will contact you on receipt and discuss with you your transition to us as soon as we receive it.
If you have any queries whilst completing the application, please contact Amanda Brown in Adviser Services on 07 5560 2300 or firstname.lastname@example.org or David Mardell at email@example.com
We look forward to welcoming you to the MyPlanner family soon.
Please complete the following information about the Company so we can lodge the Company as an Authorised Representative.
Please complete as much as detail about the individual the individual that is being lodged as the Representative. Continue with as much detail as possible and MyPlanner will contact you for clarification if required.
MyPlanner needs 100 points of identification to enable us to complete the relevant checks required. Please upload any of the documents as noted below.
An essential part of the application process is checking to see if you are a "fit and proper" person as defined by ASIC. One of the best ways for us to do this is by completing independent reference checks. Please provide us with 3 referees. These can be personal, clients, fund managers, referral sources or others you may deal with on a regular basis but must not be family or employees.
Please ensure all fields are completed - Thank you
The previous Licensee as noted below will not be contacted until you advise us to do so.
Completing this section will allow MyPlanner to provide you with Recipient Created Tax Invoices (RCTI's) for each deposit we receive on your behalf. These RCTI's will be emailed to you following the MyPlanner revenue policy.
MyPlanner and the Representative agrees that"
My Planner can issue RCTI's in respect of any supplies made by the Representative to MyPlanner.
The Representative will not issue a tax invoice in respect of any supplies made by the Representative to MyPlanner.
MyPlanner agreed to notify the Representative if it ceases to satisfy any of the requirements for issuing a RCTI.
MyPlanner will not issue a document that would otherwise be a RCTI on or after the date when either MyPlanner or the Representative fails to satisfy any of the requirements for issuing RCTI's.
I/We hereby apply to MyPlanner to be appointed as an Authorised Representative.
I/We understand that the information that has been provided in this application is to be used only for the purpose of the application, and that MyPlanner will be relying upon the information given, but that the information will be held in confidence and will not be used for any other purpose without express approval.
I/We hereby delare that should this application be approved, we agree to:
Fulful my commitment to regular continuing professional development in accordance with the current requirements of MyPlanner.
Abide by any conditions and limitations placed upon the Certificate of Authorisation by MyPlanner.
Comply with the provisions of the Corporations Act, ASIC Regulartory Guides, MyPlanner Policies and Guidelines in all respects and any other legislation as applicable
That it will be a condition that I will not hold an authorisation with or otherwise act as an Authorised Representative of any other Licensee.
W/We also agree that it will be a condition of the issuing the Representative Status that a written Authorised Representative Agreement will be in force between MyPlanner and the Representative(s), and that while the Representative holds an Authority from MyPlanner it will not hold an authority from or otherwise act as a Representative of any other Licensee.
I/We authorise MyPlanner to carry out any credit and personal reference checks as deemed necessary for this appointment.
I/We are aware that incomplete, inaccurate or misleading information (or ommission) may result in the application being rejected, disciplinary action or dismissal.
I/We undertake to inform you, in a timely manner, of any significant change in the noted circumstances that results in any other information prviously provided becoming out of date, incomplete or inaccurate.
If possible, please attach as many of the items listed below when submitting your application. It is best to scan these in a black and white version to reduce the file size. The maximum file size you can upload is 3MB. Please feel free to discuss with MyPlanner if collecting this information is going to cause you difficulty or delay.
To finalise the form, please click "submit" below.
If you have any queries in the meantime please contact our Adviser Services Manager at firstname.lastname@example.org or Philippa Sheehan at email@example.com.
We look forward to welcoming you to the family soon.