How to request a correction to authorised representative and financial adviser details
This user guide provides the steps required to request a correction to authorised representative and financial adviser details.
Tips:
- You will need to use ASIC Connect to request a correction to Registry details.
- You can make up to 25 updates per transaction.
- Further assistance about using ASIC Connect can be accessed via the Help button at the top right-hand side of the screen.
- If you're unable to select the next button, please ensure you have provided all mandatory information on the screen.
- Visit our support page for more user guides about ASIC Connect transactions.
Get started
- To get started, visit the ASIC website.
- Click on the blue ASIC Connect box. This will take you to ASIC Connect.
Log in
Go to ASIC Connect and select 'Log in'.
- If you do not have an ASIC Connect account, select 'Sign up'.
Log in using your email address and password.
- If you do not have an ASIC Connect account, select 'Sign up'.
- You can refer to our user guides:
- How to sign up for an ASIC Connect account and link your licence(s).
- How to sign up for an ASIC Connect account and link authorised representatives.
Home
Once you have logged in, the home screen will be visible.
- Select 'Lodgements & Notifications' tab to request a correction to registry details.
Request a correction
Select the radio button next to the AFS licensee or AFS representative you want to request a correction to registry details.
- In the transactions column, select Other notifications. This is the name of the transaction you use to request a correction to registry details.
- Select 'Go' to proceed.
Select whether you are an AFS licensee or AFS representative.
- Select the notification type Request a correction to registry details from the drop-down box.
- Select 'Next' to continue.
Enter the details of the request to correct registry details. You can enter up to 250 characters.
- Select whether you will provide supporting documentation.
- Select 'Next' to continue.
Review
Check that the information you have entered is correct.
- Select 'Submit' to continue.
Attach
We will contact you if any supporting documentation is required.
- Select 'Next' to continue.
Declarations
Read the declaration to ensure you agree with the conditions of the transaction.
- If you agree, tick the boxes next to the declaration to proceed.
- Select your authority for submitting the transaction.
- Select 'Next' to continue.
Confirmation
This screen confirms your transaction has been submitted.
- Select 'Print the transaction' to download a printable PDF version of the transaction.
- Select one of the links under What else can I do for more information about other services.
- Select 'Home' to return to the ASIC Connect home page.
