Client Details Form - AMP

A. Your contact details

Firm Name (required)

Practice Principal (required)

Contact Person 1 (required)

Email 1 (required)

Contact Person 2

Email 2

Phone (required)

Licensee (required)

Practice ID (Billing code) (required)

B. Your firm details to appear on each communication

Advisers and/or Firm Name (required)

Address details

Phone (required)


Email (required)



Please note: You will only be able to add your Facebook details if you have set a custom URL for your Facebook page. To find out more, click here.


CQAP Accreditation


C. Your disclosure details

Your business structure

Company/sole trader/trustee name

Trading name (if different to above)


Type of authorisation


D. Your branding options

Please select:

Upload your logo in .ai, .eps or high-res JPEG

Please note: If your logo file is too big to upload here, please email it directly to

E. Your acceptance of the Terms & Conditions

I have read and agree to the terms and conditions

F. Payment details

By submitting this form you agree to the annual fee of $520 plus GST for access and usage of the Advant Plus system. Fees will be charged via deductions through the adviser commission payment process. If you have any questions, please contact