Adviser forms and documents

Terms Of Trade – Dealer Registration A01
These are the terms that apply to a AFS Licensees and their Authorised Representatives when providing advice or lodging an application for a Brighter Super accumulation or pension account.

AFS Licensee Registration Form A02
If you are an AFS Licensee, use this form to register with Brighter Super.
Digital signatures accepted

AFS Licensee Change Of Details A11
If you are an AFS Licensee, use this form to advise us of a change in your details, or to update your authorised officers.
Digital signatures accepted

Adviser Registration Form A03
If you are an AFS Licensee, use this form to register a new financial adviser with us.
Digital signatures accepted

AFS Licensee Change Of Adviser A14
If you are an AFS Licensee, use this form to move clients between your financial advisers.
Digital signatures accepted

Adviser Change Of AFS Licensee A13
If you are a financial adviser registered with Brighter Super, use this form to advise us if you have become the authorised representative of another AFS Licensee.
Digital signatures accepted

Adviser Change Of Details A12
If you are a financial adviser registered with Brighter Super, use this form to advise us of a change in your details.
Digital signatures accepted

Appoint Or Change Your Adviser A04
Use this form if you want to appoint, change or remove your adviser, or you want your adviser to have limited transaction authority on your Brighter Super account/s.
Digital signatures accepted

Authority To Release Information MS01
Use this form to authorise us to provide information about your Brighter Super account/s or insurance claim to a third party you nominate. If you are a financial adviser wishing to add a Brighter Super member to your existing Adviser Online access, please complete the Appoint Or Change Your Adviser A04.
Digital signatures accepted

Appoint Or Change Your Adviser For Your Employer Plan A09
Use this form to appoint, change or remove the financial adviser for an employer plan.
Digital signatures accepted

Fixed-Term Personal Advice Fee Consent Form A08
Use this form to consent to the deduction of a fixed-term personal advice fee from your account to be paid to your financial adviser.
Digital signatures accepted

One-Off Personal Advice Fee Consent Form A07
Use this form to consent to the deduction of a one-off personal advice fee from your account to be paid to your financial adviser.
Digital signatures accepted

Ongoing Personal Advice Fee Consent Form A06
Use this form to consent to the deduction of an ongoing personal advice fee from your account to be paid to your financial adviser.
Digital signatures accepted

Cancel Consent For An Advice Fee Deduction A10
Use this form to stop a personal advice fee being deducted from your account.
Digital signatures accepted