• Initial Guidance / Project Plan – A customised Project Plan to guide and manage the work of preparing the business systems required to comply with the AFS legislation. We work with you to identify your requirements, locate source material and plan the work. 
• Licence Application Review – A check of the on-line application prior to lodgement with ASIC. 
• Proofs – We review proofs and documented business procedures prior to submission of the AFS licence application to identify any gaps and advise how to rectify them. This significantly speeds up the application process. For clients requiring more support, we can prepare the proofs and business systems if required. 
• Requisition Support – Support with responding to requisitions made by ASIC after submission of the AFS Licence Application.

We also offer a "Do It Yourself" AFS Licence Kit which is suitable for small to medium sized business seeking straightforward authorisations.

On 1 January 2010, margin lending became a financial product. This means that AFS licensees who advise on or arrange margin loans need to vary their licence before 30 June 2010. Click here to read more on how Gold Seal can help you vary your licence for a Margin Lending authorisation.