Registering for the Model Manager Portal

To register a new business for the Model Manager Portal, the dealer will need to complete a Model Manager Registration form.

To complete the form and register a new Manager, please:

1. Download and/or print the form
2. A signatory from the Sub-Advisory agreement will need to sign Section 2. See Providing client signatures.
3. Once complete, please email your signed form to wrapsolutions@macquarie.com.

What happens next?

We’ll process the form within three to five business days. We'll get in touch if we require any further documentation from you.

There is also a form to Register staff members.

To register a new staff member, they’ll need to complete a Model Manager Portal Staff Registration form.
 
To complete the form and register a new staff member you must:

1. Download and/or print the form
2. A signatory from the Sub-Advisory agreement will need to sign Section 3. See  Providing client signatures.
3. Once complete, please email your signed form to wrapsolutions@macquarie.com.

To add, amend or remove access, users will need to submit a Model Manager Portal Staff Registration form updating their details or access levels. 

You can download this form from Adviser Tools by searching for Model Manager Portal Staff Registration 

Please note this needs to be signed by an authorised person who is listed in the Sub-Advisory Agreement.