Using your online services account dashboard

Use your dashboard to track your tasks and applications

Your dashboard is a central workspace that allows you to keep track of any unfinished business. When you log in to the Financial Service Providers Register (FSPR) you're automatically taken to your dashboard. You can customise it at any time to suit your needs.

My Unfinished Business

This section of your dashboard helps you find and manage outstanding tasks and incomplete applications.

Tasks

My Unfinished Business displays any outstanding tasks belonging to you or your organisation — for example, a financial service provider (FSP) registration that needs to be completed or an annual confirmation that needs to be filed.

Selecting a task from the list takes you directly to the relevant process for continuing or completing that task.

Applications

My Unfinished Business also provides you with updates on the progress of your applications. For example, for FSP registrations it tells you that the application is currently awaiting the results of criminal history checks.

Customising your dashboard

You can find and sort your tasks using the dashboard's search option and filters. This is particularly useful for organisations that act on behalf of many companies or FSPs.

The filters allow you to search by:

  • type of task — for example, annual confirmation
  • entity — for example, FSP name.

All help topics

Using the Financial Service Providers Register (FSPR) 5 guides

Get help to search the FSPR, upload documents, set up your online services account and find out what to do if you forget your RealMe® username or password.

Registering a financial service provider (FSP) 11 guides

You can apply online to be a registered FSP. The process depends on what kind of FSP you are — an individual, an entity already registered with the Companies Office, or another entity or body.

Dispute Resolution Schemes (DRSs) 2 guides

If you provide financial services to retail clients, you must join a DRS within 10 working days of registering and keep your membership details up to date on the Financial Service Providers Register (FSPR).

Paying fees and levies 2 guides

If you're a financial service provider (FSP), you pay fees for some transactions, including registration. You also pay levies to the Financial Markets Authority (FMA). There are several ways to pay.

Applying to provide licensed services 6 guides

You can apply to become an authorised financial adviser (AFA) or Qualifying Financial Entity (QFE), or be licensed to provide other financial services. Find out who to apply to.

Filing an annual confirmation 3 guides

To remain registered as a financial service provider (FSP), every year you must confirm your FSP's details and services. Find out how to file your confirmation online or change the month you do it.

Managing your registration as a financial service provider (FSP) 6 guides

All FSPs must keep their details up to date. We may deregister your FSP if you don't comply, but you can reregister in some circumstances. You can also deregister voluntarily.

Managing your online services account 6 guides

Your FSPR online services account allows you to keep your FSP's contact and payment details up to date. From your account dashboard you can view and manage outstanding applications and tasks.