To register a new adviser, they’ll need to complete an adviser registration form. You can download this form from Adviser Tools by searching for Adviser registration.
Please note that the new adviser’s dealer must be registered with us.
To complete the form and register a new adviser you must:
- Download and print the form
- The intended adviser will need to sign the applicable section
- For external dealer groups only, 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
- Return the completed form to wrap@perpetual.com.au for external dealer groups, or operations@perpetual.com.au or practicemanagement@perpetual.com.au for internal advisers
- Provided the documents are sufficient, we’ll process and email the newly registered adviser with their new Adviser and Access Codes
- The new adviser can use this email to register for a new password online.
There is also a form to register new staff members. For more information see Adviser Online new registrations and access levels.
Important information - Registering as an adviser
If you’re registering as an adviser to use our products and services, we generally require the AFSL to have certain licence conditions that enable them to advise and or deal in the products their clients are seeking to link the AFSL holder to. 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.