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Maintain (update) or correct a relevant provider鈥檚 details

Australian financial services (AFS) licensees must keep their information on the Financial Advisers Register about relevant providers (颈苍肠濒耻诲颈苍驳听provisional relevant providers 补苍诲听time-share advisers) they have authorised accurate and current.

Relevant providers are responsible for letting their AFS licensee know when their details have changed.

When a relevant provider鈥檚 details change, the AFS licensee must update the Financial Advisers Register within听30 business days.

Update a relevant provider鈥檚 details

Relevant provider details that may need to be updated or changed on the Financial Advisers Register include:

  • name (for example, due to marriage or name change)
  • qualifications
  • professional memberships
  • financial product authorisations.

For a full list of details that must be included on the Financial Advisers Register, see听Information on the Financial Advisers Register.

Steps to update a relevant provider鈥檚 details on the Financial Advisers Register

1. Check you are authorised to update the Financial Advisers Register

You are authorised to update the Financial Advisers Register if you:

  • have your own AFS licence
  • manage an AFS licence for a business, or
  • have been authorised to update the Financial Advisers Register by an AFS licensee.

You need to be set up in听听to update the Financial Advisers Register. ASIC Connect is our online service for notifying and updating details with ASIC.

For more information, see听Who updates the Financial Advisers Register.

2. Collect the information you need

You will need to provide details for each relevant provider you want to update, such as:

For a full list of details that must be included on the Financial Advisers Register, see听Information on the Financial Advisers Register. Documentation is not required when you update a relevant provider鈥檚 details, however, you must declare that the information you have provided is complete and accurate.

3. Decide how you will pay

Fees apply for making changes to the Financial Advisers Register. You can choose to pay either:

  • online using a credit card, or
  • later by BPAY or invoice.

The cost depends on how many relevant providers鈥� details you are updating. For example, updating two relevant providers incurs two fees. Late fees may听also apply if you failed to update the information within 30 business days.

厂别别听Fees for updating the Financial Advisers Register.

4. Log in to ASIC Connect

听and follow the prompts.

厂别别听How to update relevant provider details听for step-by-step instructions.

Correct a relevant provider鈥檚 details

AFS licensees can request a correction to a relevant provider鈥檚 details on the Financial Advisers Register. For example, if there is a typographical error or a mistake in their:

  • date of birth, or
  • place of birth.

If the听capacity in which the relevant provider can provide tax (financial) advice services is incorrect, and this cannot be updated by submitting a maintain transaction, the AFS licensee may request a correction听to this information听by submitting听this form a听correction request听via听.

We may contact the AFS licensee for evidence to support the request, for example, a driver licence or birth certificate. We will contact the person who requested the correction with the outcome of their request.

厂别别听How to request a correction to authorised representative and relevant provider details听for step-by-step instructions on how to do this.

Report inaccurate information on the Financial Advisers Register

If you are concerned about the details of another relevant provider on the Financial Advisers Register,听see what you should do.

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Last updated: 02/04/2025 08:26