How to add an Adviser Group

1. Click on ‘Adviser Group’ under ‘Business Setup’ on your Dashboard screen.

2. Click on the ‘Add’ button on the Adviser Group screen.


3. It opens a page ‘Add Adviser Group’

    The compulsory fields are:

  • Name
  • Authorised Rep No.- It is a unique number given to every authorised representative and adviser group

4. Enter Data and click on the ‘Save’ button


5. Now we can see the new adviser group on ‘Adviser Group’ page


Important Terminologies:

  1. Authorized Rep Active Date - The date on which the group goes active
  2. Authorized Rep Termination Date- The date on which the group is terminated
  3. Split can be applied in two ways:
  • Fixed Split
  • Tiered Split

Split types are explained in further articles.

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