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Home Forums Australian Financial Services Licensing (AFSL) Forum Marketing/Lead Generation AFSL requirements?

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    Hi there,
    Looking for some information on what AFSL Requirements(License Holder, Authorised Representative, etc), would be applicable for a marketing/lead generation business?

    The marketing would sit as a “middle man” – person is directed to external website, person’s details are knowingly collected, and passed onto financial planning business – the person is fully aware they will be contacted for further discussion.

    The external website(nor marketing firm) would not provide specific financial advice, or disclose the name of the financial planning business the users details will be passed onto.

    Would the marketing firm require an AFSL, or be an Authorised Representative under the AFSL of the financial planning business?


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Reply To: Marketing/Lead Generation AFSL requirements?

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