If you are a financial adviser, you can create your own adviser account on the Investor Portal and apply for investments on behalf of the investing entities linked to you. This article explains how to sign up, what happens after you register, and how to submit single and multiple applications.
Important: Adviser sign-up is currently available for Australian advisers only.
Step 1: Sign up as an adviser
Go to the Create your account page on the Investor Portal
Select I'm an adviser on the account type toggle
Enter your First name, Last name, Email, Password, and Phone
Enter your AFS Representative Number
Submit the form
Once you submit, your account and adviser profile are created together and you are logged in and taken to the standard portal dashboard.
Step 2: Verification by the registry
After you sign up, the team managing the registry verifies your registration. They check your AFS Representative Number against the ASIC register, identify your licensee and adviser firm, and attach them to your profile.
There is no automated check at sign-up, so your firm and licence details may show as Not yet assigned until the verification is complete. You can still log in and use your account during this time.
Step 3: Review your adviser details
You can confirm the practice and licence Caruso has you attached to from your account settings.
Open Account Settings
Go to the Account Details tab
Find the Adviser Details section below your personal details
Your AFS Representative Number is shown here. These details are read-only. Each field has a Contact us to change this information link if anything needs updating.
Note: The Adviser Details section only appears for accounts with an adviser profile.
Applying for investments
When you open an investment offer, the application card shows the offer details along with two options:
Start Application: Apply for a single investing entity, using the standard application flow.
Start Multiple Applications: Apply for several investing entities at once against the same offer. This option is available to advisers only.
Note: You can only apply for investing entities that are linked to your account. A new adviser starts with no linked investing entities until a fund administrator links them. If you have no linked entities, the multiple application flow shows an empty state.
Submitting a single application
On the offer page, click Start Application
Select the investing entity you want to apply for or create a new one
Enter your application amount
Review the offer document and accept the terms and conditions
Review the summary and submit
This is the same flow used by investors. You can repeat it for each entity if you prefer to apply one at a time.
Submitting multiple applications
The multiple application flow lets you apply for several investing entities in one sitting, against a single offer.
Step 1: Select investing entities
Click Start Multiple Applications on the offer page
Use the search box to find investing entities by name
Select the entities you want to include, or use select all to include the filtered list
Click Continue
Step 2: Enter amounts
For each selected entity, enter the application amount
The current holding for each entity is shown for reference
Use the Remove action to drop an entity from the batch if needed
Click Continue
Note: Each amount must meet the minimum investment for the offer. If any entity fails validation, the whole batch is held until you correct or remove it.
Step 3: Offer document and terms
Download and review the offer document
Accept the terms and conditions once to cover every application in the batch
Step 4: Review and submit
Review the summary of every application, including each entity and amount
Click Submit Applications
Your applications are submitted together. Either all of them are created or none are, so you will never end up with a partly submitted batch. A confirmation shows how many applications were submitted across how many investing entities, and you are taken to your Orders.
Note: A single batch can only apply to one offer. To apply across more than one capital raise, run the flow once for each.
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If you have any questions or need help at any stage, please contact your fund manager for support.