Quick Reference Guide

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

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

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

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• ​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.​​

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

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For more on who should complete annual compliance training. Visit our Mercantile Agent's page. Why do mercantile agents and their assistants need to be trained every year? 

3 easy steps

we do the rest

Agent - Sub-agent & Assistant Registration

Email to student - They complete online - Include preliminary details in step 3.

1

Student welcome letter - Student Funded

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

2a

Enrol My Team

2b

Student welcome letter - Agency Funded

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

3

Bulk Student Enrolment Form

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

Please get in touch if you have questions.

Training Registers

Features & Tips

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• Registers updated daily.

• Group and sort your data within the browser or export to Excel for editing.

• Sort by 'Days Until Expiry' and see how you're tracking.

• Need a custom report for a client audit - drop us a line.

• For new logins, we need your Compliance Manager's approval.