educating mercantile agents

Enrol My Team

3 easy steps

we do the rest

  • 1. Agent Memo
  • 2. Student Welcome Letter
  • 3. Bulk Enrol Form

Agent, Sub-agent & Agent Assistant Introduction Memo.

Adjust to suit - email to students & include their contact details in step 3.

 

Student Memo

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Student welcome letter.

Fill in blanks - Email to student - Cc: Us.

 

Student Funded

Agency Funded

Student Enrolment Form

Fill in cells - Email Us - We do the rest!

 

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Compliance & Training Managers Portal

Training Registers

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Training registers are live and updated each time we publish a grade or make a follow-up entry.
My Training Register

Enrol My Team

Quick Reference Guide

We recommend that sub-contracting agents fund their training as part of their commitment to self-compliance.

Regional agents contracting to multiple agencies benefit from completing one annual industry-recognised course.

Confirm with principal-agent if they have any sub-agents or operational office assistants also requiring training.

Consider audit, SLA and ASIC Regulatory Guide 206 risk exposure.

Regularly log in to your live training register and keep an eye on expiring or expired training certificates.​​

We send reminder notices to students on your behalf in the month leading up to certificate expiry.

For more on who should complete annual compliance training, take a look inside the Your Role page. Why do mercantile agents and their assistants need to be trained every year?