step-by-step adviser onboarding
application management
Invite applicants to apply directly via your 3Lines account, including application forms and document upload. by completing relevant
authorisation approval
Assess application information, relevant documentation and suitability for requested authorisations.
ongoing adviser profile oversight
Approve applicants, assign authorisations, track adviser reviews, breaches, conflicts, complaints, attestations and more, via centralised profiles.
more reasons why forward thinking firms go premium
Facilitate compliance meetings
Manage compliance registers and ASIC reporting
Conduct client file reviews and pre-vets
Facilitate Professional Year
Track Representative Attestations
Stay up to date with regulatory and industry changes
Host your policy suite for firm-wide access
Analyse compliance trends
Manage remediation and assign tasks
Onboard advisers with ease
Access adviser profiles
Chat with an expert
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Month by month billing, no hidden fees, no commitments, just clarity and control. Experience why the majority of firms choose the full power of 3Lines Premium.
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AFSL Compliance simplified, community amplified.
Discover some of our growing network of financial service businesses powering their compliance with 3Lines.
