How to add AFSL and ABN
Now, more than ever, in light of the Hayne Financial Services Royal Commission, the insurance industry needs to promote and ensure transparency in its dealings with businesses and individual customers. Here's an article to help you understand more about the Royal Commission and its implications for insurance brokers.
To promote transparency and accountability in the insurance industry Advisr wants you to keep your AFSL and ABN up to date. Here's how it works:
What do you need to do?
It's easy to be transparent with customers online. Simply make sure your AFSL and ABN are up to date in our system. Here's how:
- Log in to your Advisr Insurance Broker Dashboard
- Head to the profile tab
- Scroll down to the AFSL and ABN text input boxes
- Check, add or edit your AFSL and ABN
- Click to save
Head to your profile to see your regulatory details available for all to see.
While you're there, make sure that your contact details, expertise and certifications are also up to date on Advisr.
General Advice Warning: This advice is general and does not take into account your objectives, financial situation or needs. You should consider whether the advice is appropriate for you and your personal circumstances. Before you make any decision about whether to acquire a certain product, you should obtain and read the relevant product disclosure statement.
All information above has been provided by the author.
All information above has been provided by the author.
Annemarie Jamieson | ADVISR
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