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AFSL A5 Business Description Template



This template will assist you in preparing the A5 Business Description Proof required for an AFSL application. This template will guide you in meeting the requirements for the proof, including an overview of the operations of the business as well as the financial services and products which the business intends to provide. This document provides ASIC with a summary of your business and as well as providing ASIC with details of how you will operate the business in practice and the relevance of the authorisations you have sought to apply for.

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

You may select from the dropdown bar the A5 Business Description template which is most suitable for your business. We have tailored the A5 Business Description 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.

If you require a tax invoice or have any problems with your purchase, please contact us.

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