3/28/2023 0 Comments Axa com myaccountsAcceptance letter from your new Dealer Group.Release letter from previous Dealer Group.In order to have your clients transferred to your new Dealer Group, the following documentation is required: Transferring clients to a different Dealer Group Sales Account Number Application Form approved by the Authorised or Responsible Officer of the Dealer Group for newly appointed Adviser. To advise us that you have changed Dealer Groups, the following documentation is required: This document can be emailed to How to notify that you've changed Dealer Groups Note, all Dealer Group change of bank details or changes to payment frequency must be authorised in writing and signed by the Dealer Group’s Authorised or Responsible Officer. Post: OnePath Super and Investments APS Team, GPO Box 5367, Sydney NSW 2001.You can notify us that your contact details have changed via: Return a signed copy of the Product Issuer Agreement to your company, with OnePath sign off, to be retained for your records.Confirm the new Sales Account Numbers for the Authorised Representatives.Confirm the new Master Sales Account Number for the Dealer Group.Send the paperwork to our Sales team to complete the due diligence check.Keep in contact with you to let you know the progress of your application.Once we receive all completed documentation, we will: Email: Post: OnePath Super and Investments APS Team, GPO Box 5367, Sydney NSW 2001.Provide a copy of the driver licence or passport for the Authorised or Responsible Officer who has signed the PIA on behalf of the Dealer Group.Provide a copy of your Australian Financial Services Licence.A completed Sales Account Number Application form (for each representative).A completed Registration of Dealer Group form.One Signed Copy of the OnePath Product Issuer Agreement.If you have questions about this process, please contact our team. To establish a Dealer Group relationship with OnePath Super and Investments, you will need to follow the below steps. How to establish a Dealer Group relationship If you are wishing to establish a Sales Account Number (SAN) in the name of a company, the following documentation is required: How to establish a corporate Sales Account Number (SAN) Email: Post: OnePath Super and Investments Adviser Payment Services (APS) Team, GPO Box 5367, Sydney NSW 2001.You can send this documentation to us via: Sales Account Number Application Form approved by the Dealer Group's Authorised or Responsible Officer.To be registered with OnePath Super and Investments your Dealer Group must have a Product Issuer Agreement (PIA) in place and the following documentation must be completed. How to establish an Adviser or corporate Sales Account Number (SAN)
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