On 29 November 2021 we introduced mandatory identification requirements for all advisers and support staff, in order to have access to AdviserNET or have an Adviser Code.
The type of identification information required for each user includes their:
The application forms used to apply for access to AdviserNET or an Adviser Code will have new fields added to them. All new applicants will need to complete these sections, providing the information requested to be registered with a new user ID.
|When completing the relevant access form, if:||Then|
|You give consent for an electronic identity check||- Input your personal details into the relevant sections on the form
- Tick the electronic identity check permission box
- Send us photocopies of the ID that you used on the access form
- When sending us documentation, we recommend using a secured process such as by Fileshare or encrypted email. You can learn more about these data protection options here.
|You do not give consent for an electronic identity check||- Input your personal details into the relevant sections on the form
- Send us certified copies of your ID and the access form via post only – refer to this guide for more information
Note: if our electronic identity check is not successful, we will contact you to advise that copies of certified ID must be provided.
Where possible, we sourced personal identification information from existing records. For those we couldn’t identify, we requested users via email to send us their ID information for verification. The grace period for unidentified advisers and support staff to provide us their ID ended on 31 March 2022.
AdviserNET and Adviser Code access will be removed if we are unable to complete your ID verification requirements. Any associated clients will be transferred to a new adviser within the same dealer group or become unadvised.
We understand there are instances where we need to you send us sensitive information such as providing your identity details (for example, within the new adviser access form), and where we require you to send in copies of records such as a driver’s licence or Medicare card. To securely provide client or personal information to Asgard you should use one of the following methods so that any personal information is protected.