To register a new dealer with Macquarie, they’ll need to complete a Macquarie dealer registration form. You can download this form from Adviser Tools by searching for dealer registration. To complete the form and register a new dealer you must:
- Download and print the correct form depending on whether the dealer group is registered with an Australian Financial Services License (AFSL)
- The Director(s) of the dealer group will need to sign Section 6
- Once complete please email this directly to email@example.com.
What happens next?
Provided the documents are sufficient, Macquarie will process and email the newly registered dealer staff with their new dealer and access codes.
For dealers who have submitted a Dealer registration form Non-AFSL, all registrations will be reviewed internally first to determine if your registration will proceed. We'll be in touch with you soon with an outcome of the review by email.
There is also a form to register new advisers. For more information see Adviser Online new registrations and access levels.