Monitored member status

What if I don't need a CPP but I am:

• an Australian Financial Services Licence representative; or
• an Australian Financial Service Licence authorised representative; or
• a holder of a statutory registration who does not offer the services that are detailed in the registration?

You are asked to notify the Institute of your registration/licence. After this initial notification, we will ask for annual confirmation of your status in the membership subscription form.

For further assistance, contact the Institute's National Customer Service Centre.

Article last updated 6 January 2012