Get Macquarie Representative Registration Form

This guide provides a comprehensive overview of the Macquarie Representative Registration Form, offering step-by-step instructions for filling it out online. Whether you are a financial adviser, stockbroker, or administrator, this guide aims to support you through the completion of the form with ease.

Follow the steps to complete your form online.

1. Press the ‘Get Form’ button to obtain the Macquarie Representative Registration Form and open it for editing.
2. Begin with the 'Representative information' section. Here, select your primary and secondary roles from the provided list, including options like financial adviser, stockbroker, and more. Enter your given name(s), surname, date of birth, business name, company code, representative code, and Macquarie Access Code if known.
3. Continue to 'Representative contact details.' Fill in your office address, including street name and number, state, postcode, suburb, and country. If your mailing address differs from your office address, include that information as well.
4. Move on to the 'Company information' section. Enter your company's name and dealer code, if known. Indicate whether your company holds an Australian Financial Services Licence number and provide the AFSL number or name if applicable.
5. In the 'Product selection' section, choose the Macquarie products, services, and systems you wish to access. Ensure your company is registered to distribute the selected products.
6. Fill out the 'Appointment of online access' section. Nominate representative codes and specify the level of access required based on your role. Include any necessary signatures and dates for all representatives linked to the given codes.
7. Complete the 'Declaration and signature' section. Sign and date the form to confirm your understanding and agreement to the conditions listed.
8. Review the 'Terms and conditions' section to ensure understanding. You are accepting these terms by completing the form.
9. Save your completed form. You may then download, print, or share it as needed, and ensure it is returned via email, fax, or mail as per the instructions.

Complete your Macquarie Representative Registration Form online today and streamline your access to Macquarie Online services.