To register a new Dealer, you’ll need to complete:
- a ‘Dealer registration’ form; and
- an Insignia Product Issuer Agreement (where required).
Please contact your Insignia BDM or the Insignia Onboarding team at onboarding@insigniafinancial.com.au for a copy of the appropriate registration form and Product Issuer Agreement (where required).
To complete the form and register a new Dealer you must:
- Source and print the relevant registration form and Product Issuer Agreement from your Insignia BDM or the Insignia Onboarding team at onboarding@insigniafinancial.com.au
- The Director(s) of the Dealer Group will need to sign the registration form and Product Issuer Agreement (where required)
- Seek approval for the registration by sending a completed copy of the registration form and Product Issuer Agreement to your Insignia BDM or the Insignia Onboarding team at onboarding@insigniafinancial.com.au
- Once approval is received, please email the registration form, Product Issuer Agreement and the approval received to service@wrapinvest.com.au.
What happens next?
Provided the documents are sufficient, we’ll process and email the newly registered Dealer staff with their new Dealer Access Codes.
Important information - Registering as a Dealer or adviser
If you’re registering as a Dealer or adviser to use our products and services, we generally require the AFSL to have certain licence conditions that enable the AFSL and its representatives to advise and or deal in the products we make available to their clients.
If your licence conditions change throughout the year and you become ineligible to advise or deal in our products, we may stop your access to client accounts and take other actions depending on individual circumstances.