Register your dealer group

To register a new Dealer, you’ll need to complete a dealer registration form.

Please contact your Insignia BDM or the Insignia Licensee Oversight team at licenseeonboarding@insigniafinancial.com.au for a copy of the appropriate registration form.

To complete the form and register a new dealer you must: 

  1. Source and print the relevant registration form from your Insignia BDM or the Insignia Licensee Oversight team at licenseeonboarding@insigniafinancial.com.au.
  2. The Director(s) of the Dealer Group will need to sign the registration form.
  3. Seek approval for the registration by sending a completed copy of the registration form to your Insignia BDM or the Insignia Licensee Oversight team at licenseeonboarding@insigniafinancial.com.au.
  4. Once the Insignia Licensee Oversight team have approved the registration, they will email the registration form and the approval to service@wrapinvest.com.au.

What happens next? 

Provided the documents are sufficient, we will process and email the newly registered dealer staff with their new Dealer Access Codes.
 

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.

Register a new adviser

To register a new adviser, you’ll need to complete an ’Adviser registration and online access’ form. You can download this form from Adviser Tools by searching for Adviser registration. 

Please note, the new adviser’s Dealer must be registered with us. If their Dealer isn’t registered with us, you’ll need to sign the Dealer up first.  

To complete the form and register a new adviser you must: 

  1. Download and print the form
  2. The intended adviser will need to sign the applicable section
  3. We’ll also require an Authorised Representative Certificate, or a Letter of Authority (a letter from the Dealer Group with a company letterhead signed by a responsible officer or director stating the Adviser is a representative of the Dealer Group) to be completed and submitted
  4. Return the completed form to service@wrapinvest.com.au
  5. Provided the documents provided are sufficient, we’ll process and email the newly registered adviser their new Adviser and Access Code
  6. The adviser can then use this email to register for a new Adviser Online password by simply following the instructions provided in the email.

You can also use the adviser registration form to gain access to another adviser’s clients or a corporate adviser code. You or a new adviser can do this by completing Section 3.

There is also a form to register new staff members. For more information, see Adviser Online new registration and access levels.
 

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.

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