AFSL Business Reference Template



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AFSL Business Reference Template

This template will assist you in preparing the Business Reference for a Responsible Manager required for an AFSL application. This template will guide you in meeting the requirements for the reference, including an overview of the authorisations your Responsible Manager is licensed to provide.

This template has been developed to meet the ‘business reference’ requirements as outlined in ASIC Regulatory Guide 2.

You may select from the dropdown bar the Business Reference template which is most suitable for your business. We have tailored the Business Reference template for the following business types:

– Crowd Funding;
– Financial Planning;
– Generic;
– Insurance Broking;
– Introducing Broker;
– Limited AFSL/Accountants;
– Market Making;
– Retail Funds Management; and
– Wholesale Funds Management.

All Sophie Grace Template Documents are available for instant download. Your invoice will be emailed directly to you within 2 business days of your purchase.

If you have any problems with your purchase or have any questions, please contact us.

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