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Financial Services Guide
1 January 2017Version 6Part Two
Authorized Representative Profiles
This document is part of a Financial Services Guide (Guide) and should be read in conjunction
with Part
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How to fill out authorised representative profile
How to fill out authorised representative profile
01
Step 1: Visit the authorized representative profile page
02
Step 2: Click on the 'Fill out profile' button
03
Step 3: Enter your personal details such as name, contact information, and address
04
Step 4: Provide your relevant qualifications and experience
05
Step 5: Attach any supporting documents, certifications, or licenses if required
06
Step 6: Review the information you have entered to ensure accuracy
07
Step 7: Click on the 'Submit' button to complete the profile filling process
Who needs authorised representative profile?
01
Individuals who are authorized to represent a company or organization
02
Professionals acting as representatives for clients or customers
03
Agents or brokers representing individuals or businesses
04
Legal advisors or consultants acting on behalf of their clients
05
Any person or entity participating in legal proceedings as a representative
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What is authorised representative profile?
The authorised representative profile is a document that includes information about an individual or entity that is authorized to act on behalf of another party.
Who is required to file authorised representative profile?
Any individual or entity that has been designated as an authorised representative by another party is required to file an authorised representative profile.
How to fill out authorised representative profile?
The authorised representative profile can typically be filled out online or through a designated form provided by the party requiring the representation.
What is the purpose of authorised representative profile?
The purpose of the authorised representative profile is to provide information about the designated representative and their authority to act on behalf of another party.
What information must be reported on authorised representative profile?
The authorised representative profile typically includes details such as the representative's name, contact information, relationship to the represented party, and any relevant authorisation documents.
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