Compliance & Training Managers Portal

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. Visit our Mercantile Agent's page. Why do mercantile agents and their assistants need to be trained every year? 

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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

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2b

Student welcome letter - Agency Funded

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

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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

  • 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.

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