Setting up your online services account

Choose this option if you want to set up an online services account to manage your individual FSP registration or the FSP registration of another FSP.

This type of account would typically suit a financial adviser who intends to work for (be engaged by) a financial advice provider (FAP).

Please note that your name will be given as the document presenter on public register filings, along with your postal address. If this poses a problem, you may wish to consider using a registered office address or box number when setting up your account.

To set up an individual account:

1. Enter your personal details.
2. Agree to the terms and conditions
3. Click ‘Create Individual Account’.

Choose this option if you're creating an online services account on behalf of an organisation.

This type of account would typically suit a professional organisation, such as a financial service provider with more than one person managing FSP registrations, and allows you to add users to the account.

In setting up the organisation account, you become the account administrator, and can add or remove other account users and edit their details. You can also appoint another user to be an account administrator.

The organisation's general information and payment options apply to each user associated with your organisation.

The organisation will be shown as the document presenter (including the organisation name and the postal address) rather than the individual user's personal contact details.

To set up an organisation account:

1. Enter your individual user details, and agree to the terms and conditions.
2. Select 'Next Step: Create Organisation Account'.
3. Enter your organisation and contact details, i.e. physical address etc.
4. Enter your own contact details with the organisation.
5. Click 'Create Organisation Account'.

Being an account administrator

Your role as an online services account administrator

As the person creating an online services account, you become the account administrator, and can add or remove other account users. You can also appoint another user to be an administrator of the account.

Choose this option if you've received an email containing an activation code. This means an administrator of an existing FSP organisation online services account has begun the process of creating a user account on your behalf.

To activate your account as a new user:

1. Enter your activation code and click 'Continue'.
2. Complete all mandatory fields, if not already pre-populated.
3. Agree to the terms and conditions.
4. Click 'Create Individual Account'.