How to establish an adviser or corporate code

    To be registered with OnePath Super and Investments your Licensee must have a Licensee Remuneration Agreement (LRA) in place with Insignia Financial Group and the following documentation must be completed.

    You can send this documentation to us via:

    How to establish a Licensee relationship

    To establish a Licensee relationship with OnePath Super and Investments, please contact our Licensee oversight team - LicenseeOversight@insigniafinancial.com.au

    How to update your contact details

    You can notify us that your contact details have changed via:

    • Email: aps@onepathsuperinvest.com.au
    • Phone: 1800 290 684
    • Post: OnePath Super and Investments Adviser Administration Team, GPO Box 5367, Sydney NSW 2001

    Note: Any change of bank details or changes to payment frequency must be authorised in writing and signed by the licensee’s Authorised or Responsible Officer on the company letterhead. This document can be emailed to aps@onepathsuperinvest.com.au

    How to notify us that you've changed Licensees

    To advise us that you have changed licensees, the following documentation is required:

    You can send this documentation to us via:

    Transferring clients to a different licensee

    In order to have your clients transferred to your new licensee, the following documentation is required:

    • Release letter from previous licensee
    • Acceptance letter from your new licensee

    Note, Excel format is preferred including the client's name, account number and Adviser code/s

    You can send this documentation to us via:

    Transferring clients within your current licensee

    In order to have your clients transferred between advisers under the same licensee, the following documentation is required:

    • Signed and dated request from the Authorised signatory of the licensee.

    Note, Excel format is preferred including the client's name, policy number and Adviser code

    You can send this documentation to us via:

    Adviser Administration – FAQ’s, Tips and Hints

    Can I see my client's accounts online?

    Yes! Adviser Online provides Financial Advisers the flexibility to view and generate reports at any given time. Follow the below link to the Adviser Online log in page: https://access.onepathsuperinvest.com.au/adviser/AdviserOnline/adviser-login.aspx

    If you currently have not registered for Adviser Online, creating your online access is easy, simply go to the above link click register in the log-in details box; then follow the prompts. Creating your online access should be done after you have requested your Adviser code to be created.

    Note, remuneration statements for the last 12 months can only be generated via Adviser Online.

    What type of reports can I access on Adviser Online?

    Currently Adviser Online offers a variety of reports. Please refer to the below list of available reports;

    • My Business – By Sales Account (report of FUM by adviser code and product)
    • My Business – By Product (report of FUM by product)
    • Client Contact List (client name, address and contact information)
    • Client Balances (name, address, phone and portfolio balances)
    • Client Portfolio Balances (name, address, account number, investment fund, unit information)
    • Adviser Service Fee Report (displays name, policy number, product, type of ASF, frequency, amount or percentage, deduction method, start date, end date, consent end date)
    • My remuneration – By Adviser code (displays date paid, account number, client name, product, date commenced, remuneration type and amount)
    • Work In Progress Report (date received, date modified, account number, client name, type of transaction, status and outstanding)

    Does OnePath Super and Investments offer a Change of Servicing Adviser form?

    Yes! Please use the Change of Adviser Request form

    When will remuneration generate?

    Remuneration will only be calculated once it is deducted from the customer’s account.

    Once a remuneration amount is generated it is then paid to your Licensee within their nominated remuneration cycle.

    OnePath Super and Investments pays remuneration to registered Licensees on a monthly or weekly basis (Payment frequencies vary between Licensees and we suggest speaking with your Licensee for the payment frequency applicable to you).

    Who do I contact for...

    Adviser Administration
    1800 290 684
    aps@onepathsuperinvest.com.au    		Digital Wealth
    1800 251 588
    SDS@onepathsuperinvest.com.au    		Adviser Services
    1800 804 768
    adviser@onepathsuperinvest.com.au
    • Enquiries on Remuneration paid (not applicable for SmartChoice members)
    • Change of Adviser requests
    • Set up of New Adviser requests
    • Reports (if greater than 12mths history is required)
    • Remuneration adjustments
    • Update / changes to Adviser details
    • Partial and bulk transfer requests
    • Adviser Online access
    • Pension & Investments/ Superannuation product enquiries (new & existing)
    • New Business applications Claims & Hardship

    What is the difference between an Adviser code and a Licensee code?

    The Adviser code is your personal code used to identify yourself when interacting with OnePath Super and Investments. Whereas the Licensee code represents the Licensee you are associated with.

    Remuneration, Fund and Product codes

    This should be used in conjunction with your remuneration statement to identify the remuneration and event type and product description. Click here to access