Australian Financial Services Licensing (AFSL) Forum

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

Viewing 2 posts - 1 through 2 (of 2 total)
  • Author
    Posts
  • #5895 Reply

    Jmelb90
    Member

    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?

    Thanks,

    #6463 Reply

    make an app like paypal
    Guest

     
    <p dir=”ltr” style=”line-height: 1.2; margin-top: 0pt; margin-bottom: 0pt;”><span style=”font-size: 11pt; font-family: Calibri,sans-serif; color: #000000; background-color: transparent; font-weight: 400; font-style: normal; font-variant: normal; text-decoration: none; vertical-align: baseline; white-space: pre-wrap;”>Whilst you get the gist of making an application you first need to understand whether you want to create a hybrid application or a native. Along with deciding what platform you are going to launch your application on. Make An application like PayPal is going to require a number of different features one of them is going to be profile. Which is going to make it easier to navigate through the application and enhance user experiences. What other features do you think contribute to making an application like PayPal?</span></p>

Viewing 2 posts - 1 through 2 (of 2 total)

Reply

Reply To: Marketing/Lead Generation AFSL requirements?

Your information:


<a href="" title="" rel="" target=""> <blockquote cite=""> <code> <pre class=""> <em> <strong> <del datetime="" cite=""> <ins datetime="" cite=""> <ul> <ol start=""> <li> <img src="" border="" alt="" height="" width="">

  • Free answers to common Financial Services Regulation (FSR), Consumer Credit and AML/CTF issues.

    Click here to join our LinkedIn group for responsible managers and compliance professionals.
    joinUsOnLinkedIn
  • Training

    Regulatory Compliance Training for Directors, Responsible Managers and Compliance Staff

    View Courses

  • Legal Advice

    Review your AFSL or ACL disclosure documents, conduct a licensee audit and more…

    Get Legal Advice

  • Compliance support

    The HN Hub – an online platform built to support Responsible Managers and Compliance Staff

    More