To register as an Adviser in the Balmain Discrete Mortgage Income Trusts, you must be a financial adviser or an accountant with a valid Australian Financial Services License or an authorised representative of an AFSL as registered with ASIC.
Once you have completed the below registration form, you will be given access to the Adviser Dashboard. The Adviser Dashboard is the portal through which financial advisers or accountants can view, manage and transact on client investments easily and efficiently. It allows advisers to complete online applications on their client’s behalf as well as to have full transactional access to the account which allows them to deposit, invest and redeem monies online.
In addition to the information provided in the form below, Balmain Private will also require a certified and dated copy of your personal photo identification (e.g. drivers licence or passport), which is no more than 2 years old. This will be used to verify your signature on our Third Party Authority form, which will need to be provided along with all client applications. More details on these requirements will be provided via email once you have completed your registration.
Direct investors should refer to the Investor Login page which can be accessed via www.balmainprivate.com.au
If you have any questions, please call the Balmain Private Investments team on 02 9232 8888.
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