You need to provide details for each relevant provider you want to register, including:
- name
- business address, email address and phone number
- providing various declarations about:
- the relevant provider’s fitness and propriety to provide personal advice to retail clients in relation to relevant financial products.
- the relevant provider’s compliance with the education and training standards set out in section 921B of the Corporations Act.
- Whether the relevant provider is a qualified tax relevant provider if the relevant provider provides, or intend to provide, a tax (financial) advice service.
For a full list of declarations that must be provided as part of the registration process, see INFO 277 Registration of relevant providers: Guidance on making declarations. Documentation is not required as part of the registration process, however, you must declare that the information you have provided is complete and accurate.