Add Disclosure Details
Click on your Avatar icon
Select My Profile
Click on the Disclosure tab
Important for an Adviser:
Fill in the Adviser Type, Job Title, Representative Type, ASIC Rep No and Remuneration Splits
Add (Adviser) Disclosures
Click on your Avatar icon
Select My Profile
Click on the Disclosure tab
Scroll down and click on the Add Disclosure button
Capture Disclosure Name, Description and select Create
Once you've added you can reorder using the left icon
💡Note: These disclosure details will appear in output documents under the Important relationships and information for clients you are set as the Adviser.