AUTHORITY TO CREDIT REPRESENTATIVES/CONTRACTORS

AUTHORITY TO CREDIT REPRESENTATIVES/CONTRACTORS

This form is to be completed to add any additional Credit Representatives/Contractors to your So Money accreditation. Note that all commissions on loans submitted by the broker will be paid to the bank account of the So Money accredited Introducer. Please submit this form should you wish to add additional loan writers at a later date.
ACCREDITED INTRODUCER COMPANY NAME*
Introducer BP Code*
Introducer Company Director Name*

First NameLast Name
Introducer Company Director Name Email*
example@example.com
ACL Holder Name*

First NameLast Name
ACL Holder Email*
example@example.com

DETAILS CREDIT REPRESENTATIVES/CONTRACTORS TO BE ADDED
Broker Name*

First NameLast Name
Broker Email*
example@example.com
Mobile:*
Please enter a valid phone number.Format: (00) 0000-0000.
ACR No.:*
DOB*

DayMonthYear
Date
Business/CompanyName*
ABN*
Trading Name:
Postal Address:*

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Office Address:

Street Address

Street Address Line 2

CityState / Province

Postal / Zip Code
Accreditation with So Money requires the copies of the following supporting documentation:

1. Professional Indemnity Insurance Certificate of Currency, which indicates that the additional Credit Representative/Contractor is covered.

2. Membership certificate for Dispute Resolution Scheme (AFCA).

3. Membership certificate for MFAA or FBAA.

4. VOI Form with A clear copy of Cerfified ID (Passport and driver license)

5. AML certificate.
File Upload*

Cancelof

PART 3: ACKNOWLEDGEMENT
PRIVACY STATEMENT

What this statement is about

Your right to privacy is important to us. The Privacy Act 1988 regulates the way Lingqing Capital Pty Ltd T/a So Money (“we”, “our” or “us”) uses personal information. This statement explains your privacy rights and our rights and obligations in relation to personal information about you.

Please read it carefully.

We collect personal information to assist us in processing Applications for Introducer Accreditation. Generally, we collect such personal information directly, but we may also collect this from regulators and other agencies assisting us with verifying your identity (see below under Disclosure of personal information about you). If you do not provide us with sufficient personal information about you, we may not be able to enter into formal arrangements with you. Our Privacy Policy is available on our website https://somoney.com.au/privacy-policy/

The Privacy Policy sets out how you can access and seek correction to personal information about you; how you may make a complaint regarding a privacy breach and how we deal with privacy complaints.

How we may use personal information about you

We use personal information about you to:

- assess whether to accept your Application for Accreditation

- administer and manage our relationship with you

- facilitate our internal business operations, including fulfillment of any legal requirements and confidential systems maintenance and testing, and

- inform you of products and services provided by us which we consider may be of value or interest to your clients.

Disclosure of personal information about you

We may disclose your personal information if it is necessary to do so in the following circumstances:

- to any regulatory body

- to any reporting agency to obtain personal or trade reference and other commercial information about you to consider your Application for Accreditation

- to our external service providers that provide services for the purposes only of our business, on a confidential basis, for example legal advisers and mailing houses

- to any persons acting on your behalf, including a solicitor or accountant, unless you tell us not to

- to any party acquiring an interest in any business and

- if you request us to do so or if you consent or where the law requires or permits us to do so.

We may share your information with credit reporting bodies for this application or your loan. Currently, we work with Equifax.

Their contact details are in the schedule, and you can find their credit reporting policies on their website. If you suspect fraud or want to opt out of direct marketing, contact the credit reporting body directly.

Schedule 1 - Mortgage Manager:

Lingqing Capital Pty Ltd T/a So Money

Australian Credit Licence 504917

Level 17, 1 Denison Street, North Sydney NSW 2060, Australia

Web: www.somoney.com.au

Privacy Policy: https://www.somoney.com.au/privacy-policy/

Credit Reporting Body:

Equifax Pty Ltd

Tel: 1300 762 207

Web: www.mycreditfile.com.au

Privacy Policy: http://www.equifax.com.au/privacy
*

I declare that the information provided in this form and any supporting documents is true, correct and is not misleading or deceptive by statement or omission, and I consent to the Privacy Statement above.
Broker Signature

Clear
Introducer Director Signature

Clear
ACL Holder Signature

Clear
Should be Empty:

AUTHORITY TO CREDIT REPRESENTATIVES/CONTRACTORS

DETAILS CREDIT REPRESENTATIVES/CONTRACTORS TO BE ADDED

PART 3: ACKNOWLEDGEMENT