BROKER ONBOARDING

Know the steps. Prepare with confidence.

A considered onboarding process starts with your circumstances, experience, proposed activities and preferred business identity.

Important: Requirements vary. Do not send identity documents, bank details or other sensitive records through the initial enquiry. AMG will explain what is needed and how to provide it securely.

AN INDICATIVE PATH

One step at a time.

01

1. Tell us about your plans

Share your experience, finance focus, brand preference and what you want to build.

02

2. Speak with AMG

Discuss the model, support scope, responsibilities and commercial terms.

03

3. Review requirements

Work through the checks and preparation relevant to your circumstances.

04

4. Set up resources

Complete technology orientation and applicable accreditation steps.

05

5. Plan the next stage

Understand available channels and resources before you begin.

LET’S TALK ABOUT YOUR NEXT CHAPTER

Ready to build your finance business?

Bring your ambition. Let’s explore what a closer support network could look like for you.

Explore Joining AMG Book a Broker Call