AFSL Application

Get it done right, first time, without the stress.

Why apply for your own AFSL?

Some of the common reasons we hear include;

  • “I want more control over client relationships”
  • “Our firm wants a more customised and simple process in giving advice”
  • “Flexibility”
  • “Holding our own AFSL is going to be cheaper than the high dealer group fees we are currently paying”
  • “Our clients value autonomy of advice and advisor independence”
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How we can help with your application

It can be a daunting task, but we can help! Our team of experts work with ASIC on many AFSL applications and boasts a 100% success rate since 2017. We specialise in assisting with acquiring Australian Financial Services Licences for Financial Planners, Wealth Advisers, Investment and Coporate Advisers and Wholesale Fund managers. Years of experience means we know what needs to be provided and, in what way to make the process as stress-free and painless as possible.

Our fixed fee AFSL application package, paid in two instalments, is designed to give firms flexibility with their cash flow and planning.

Kit Legal’s AFSL application package covers all aspects of obtaining a Licence, from initial advice on optimal structuring of the AFSL holding entity, who to put forward as responsible managers and the AFSL authorisations required, to the preparation of critical documents, lodgement of the application and dealing with ASIC. The package is priced upfront as a fixed fee payable in instalments at key milestones during the application.

Our AFSL application package includes the following:
  • Advice on AFSL authorisations required.
  • Advising on who to put forward as responsible managers.
  • Prepare AFSL application and all supporting proofs and documents (with your input where required).
  • All polices and procedures that you require for your AFSL delivered via our Digital Compliance Platform (DCP).
  • Dealing with ASIC requisitions and queries.

Relevant Resources

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Have questions about the AFSL Application process?

If you would like more information about our AFSL Applications, please let us know via the form to the right and we will be in touch ASAP!