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  • Register an FSP

    Register an FSP

    You need to log in to complete these tasks.

    1. Preparing to register an FSP
    2. Registering as an individual
      Register an FSP - Individual
    3. Registering as an entity
      Register an FSP - Entity
    4. Requirements for financial advice providers and financial advisers
    Help centre All help guides
  • Manage and maintain

    Manage and maintain

    You need to log in to complete these tasks.

    • Update details for an FSP
      Keeping FSP details up to date
    • File an annual confirmation
      How to file an annual confirmation
    • Update DRS details
      Keeping your DRS details up to date
    • Initiate a link to a FAP
      A guide on linking for financial advisers
    • Initiate a link to a financial adviser
      A guide on linking for FAPs
    • Request deregistration of an FSP
      Deregistering an FSP voluntarily
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  • › Current: Manage and maintain

Manage and maintain

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  • Searching
  • Registering
  • Recording financial adviser engagements
  • Keeping your details up to date
  • Managing your account

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Searching

Searching the register

Common tasks

Search for a financial service provider

Registering

Preparing to register an FSP
Registering as an individual
Registering as an entity

Common tasks

Register an FSP - Individual Register an FSP - Entity

Recording financial adviser engagements

Requirements for financial advice providers and financial advisers
A guide on linking for financial advisers
A guide on linking for FAPs

Common tasks

Initiate a link to a FAP Confirm a FAP engagement

Other tasks

Initiate a link to a financial adviser Confirm a financial adviser engagement

Keeping your details up to date

Keeping FSP details up to date
Filing an annual confirmation
Keeping your DRS details up to date

Common tasks

Update details for an FSP File an annual confirmation

Other tasks

Update DRS details

Managing your account

Setting up your online services account
Confirming your authority to update information
Managing payments on the FSPR

Common tasks

Log in and update details for an FSP

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