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AFS licensees

AFS licensees portal

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Do you have a user name and password?
What you can do on this portal
How to use this portal

The majority of transactions previously completed through the AFS licensees portal are now to be completed through the Regulatory Portal.

You must now use the Regulatory Portal to apply for a new or varied AFS licence, to cancel or suspend a licence, to notify of changes of licensee details, changes to responsible manager details and changes of control, appointment of auditors and to submit annual financial statements.

The AFS licensees portal is still to be used to lodge PDS notifications and make applications for registration of managed investment schemes.

If you are an authorised representative use the Authorised representatives portal to update details.

Do you have a username and password?

To use this portal you'll need a username and password. You should use the ones you selected when you applied for your licence.

What you can do on the AFS licensees portal

After your AFS licence has been issued you can use the portal to lodge PDS notifications and register managed investment schemes. All other transactions listed above are to be completed via the Regulatory Portal.

How to use the AFS licensees portal

If you are a first time user, we recommend visiting our support page to help you lodge online.

You cannot use the AFS licensees portal to lodge changes until your licence has been issued.

The Financial Advisers Register is immediately updated after appointing authorised representatives. You can find the numbers allocated to your authorised representatives by browsing our Professional registers for AFS authorised representatives.


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