How to establish an adviser sales account number (SAN)
To be registered with OnePath your dealer group must have a Product Issuer Agreement in place and the following documentation must be completed.
- Sales Account Number Application Form approved by the Dealer Group's Authorised or Responsible Officer
You can send this documentation to us via:
- Email: aps@onepath.com.au
How to establish a corporate sales account number (SAN)
If you are wishing to establish a sales account number (SAN) in the name of a company, the following documentation is required:
- Sales Account Number Application Form approved by the Dealer Group's Authorised or Responsible Officer
You can send this documentation to us via:
- Email: aps@onepath.com.au
How to establish a dealer group relationship
The following documentation must be completed by a dealer group to be able to sell OnePath products:
- One original signed copy of the 'Product Issuer Agreement'
- Registration of Dealer Group Application Form
- Copy of drivers licence or passport for the Authorised or responsible Officer who has signed the PIA on behalf of the dealer group.
Note: If set up of adviser is required, please refer to the above.
- Email: aps@onepath.com.au
- Phone: 1800 222 066 (option 4), Monday to Friday 8.30am to 5.30pm AEST.
How to update your contact details
You can notify us that your contact details have changed via:
- Email: aps@onepath.com.au
- Phone: 1800 222 066 (Option 4)
Note, all dealer group change of bank details or changes to payment frequency must be authorised in writing and signed by the dealer groups Authorised or Responsible officer. This document can be emailed to aps@onepath.com.au
How to notify that you've changed dealer groups
To advise us that you have changed dealer groups, the following documentation is required:
- Sales Account Number Application Form approved by the Authorised or Responsible Officer of the dealer group for newly appointed adviser
You can send this documentation to us via:
- Email: aps@onepath.com.au
Transferring clients to a different dealer group
In order to have your clients transferred to your new dealer group, the following documentation is required:
- Release letter from previous dealer group
- Acceptance letter from your new dealer group
Note, Excel format is preferred including the client's name, policy number and sales account number (SAN)
You can send this documentation to us via:
- Email: aps@onepath.com.au
Transferring clients within your current dealer group
In order to have your clients transferred between advisers under the same dealer group, the following documentation is required:
- Signed and dated request from the Authorised or Responsible Officer of the dealer group. Alternatively, this request can be sent from the registered email address OnePath hold for the dealer group
Note, Excel format is preferred including the client's name, policy number and sales account number (SAN)
You can send this documentation to us via:
- Email: aps@onepath.com.au
Adviser Payment Services – FAQ’s, Tips and Hints
- Can I see my client's accounts online?
Yes! Adviser Advantage provides financial advisers the flexibility to view and generate reports at any given time. Follow the below link to the Adviser Advantage log in page:
https://access.onepathsuperinvest.com.au/adviser/AdviserAdvantage/adviser-login.aspx
If you currently have not registered for Adviser Advantage, 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 Sales Account Number (SAN) to be created.
Note, Commission statements for the last 12 months can only be generated via adviser advantage.
- What type of reports can I access on Adviser Advantage?
Currently Adviser Advantage offers a variety of reports. Please refer to the below list of available reports;
- My Business – By Sales Account (report of FUM by sales account 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, insurance premium and portfolio balances)
- Client Portfolio Balances (name, address, policy number, investment fund, unit information)
- MoneyForLife Account Balances (policy number, balance, MoneyForLife investment balance, MFL commencement date, MFL anniversary, protected income base and maximum annual income details
- Employer Fund List (list of all employer funds including fund name, fund number, product, portfolio balance and number of members)
- Employer Fund Report (detailed report showing fund summary, default investment options and member listing is optional)
- My Commission – By Sales Account (displays date paid, policy number, client name, product, date commenced, premium, commission type and amount
- Work In Progress Report (date received, date modified, policy number, client name, type of transaction, status and outstanding)
- Does OnePath offer a change of servicing adviser form?
Yes! Please complete the Change of Adviser form:
- When will commissions generate?
Commissions will only generate a) once a policy is inforce and b) the premium is received.
Once a commission amount is generated it is then paid to your Dealer Group within their nominated commission cycle.
OnePath pays commissions to registered Dealer Groups on a monthly or weekly basis (Payment frequencies vary between dealer groups and we suggest speaking with your dealer group for the payment frequency applicable to you).
- Who do I contact for...