Investment, Insurance, Superannuation
To be registered with ANZ Wealth OnePath your dealer group must have a Product Issuer Agreement in place and the following documentation must be completed.
You can send this documentation to us via:
If you are wishing to establish a sales account number (SAN) in the name of a company, the following documentation is required:
You can send this documentation to us via:
To establish a dealer group relationship with OnePath, you will need to follow the below steps. If you have questions about this process please contact our team.
For each application you will require:
You can send this documentation to us via:
Once we receive all completed documentation, we will:
You can notify us that your contact details have changed via:
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
To advise us that you have changed dealer groups, the following documentation is required:
You can send this documentation to us via:
In order to have your clients transferred to your new dealer group, the following documentation is required:
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:
In order to have your clients transferred between advisers under the same dealer group, the following documentation is required:
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:
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://www.onepath.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, remuneration statements for the last 12 months can only be generated via adviser advantage.
Currently Adviser Advantage offers a variety of reports. Please refer to the below list of available reports;
Yes! Please use the the Change of Adviser form
Remuneration will only be calculated once it is deducted from the customer’s policy.
Once a remuneration amount is generated it is then paid to your Dealer Group within their nominated remuneration cycle.
OnePath pays remuneration 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).
| Adviser Payment Services (APS) 1800 222 066 (Option 4) aps@onepath.com.au |
Risk Adviser 1800 222 066 Risk.adviser@onepath.com.au |
Adviser Services 1800 804 768 adviser@onepath.com.au |
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Pre LIF Grandfathered policies (before 1st January 2018)
| Policy Year | Upfront | Stepped | Hybrid | Level |
|---|---|---|---|---|
| Year 1 | 115% | 95% | 70% | 32% |
| Year 2 | 11% | 12.5% | 24% | 32% |
| Year 3 | 11% | 15% | 24% | 32% |
| Year 4 | 11% | 17.5% | 24% | 32% |
| Year 5+ | 11% | 20% | 24% | 32% |
Post LIF (after 1st January 2018)
| Policy Year | From 1 Jan 2018 | From 1 Jan 2019 | From 1 Jan 2020 | |||
|---|---|---|---|---|---|---|
| Upfront | Level | Upfront | Level | Upfront | Level | |
| Year 1 | 88% | 30% | 77% | 30% | 66% | 30% |
| Year 2 | 22% | 30% | 22% | 30% | 22% | 30% |
| Year 3+ | 22% | 30% | 22% | 30% | 22% | 30% |
** Please note all percentages are inclusive of GST
The difference is the Sales Account Number (SAN) is your personal code used to write up new business or to identify yourself when interacting with OnePath. Whereas the Master Sales Account Number represents your Dealer Group you fall under.
Yes! The legal agreement that is in place sits between OnePath and the Dealer Group you represent. As part of this agreement, the Dealer Group has authority to request OnePath to enact certain changes (including transfer of policies) which we are required to action.
This should be used in conjunction with your remuneration statement to identify the remuneration and event type and product description. Click here to access