Who is covered under my CIO Membership?
Your CIO Membership will cover all working directors and employees of the Member. If you are an Australian Credit License (ACL) holder, a Credit Representative with a separate CIO Membership, will also be covered. Credit Representatives will need a written authority from the ACL holder.
Financial Planners and Advisers who are Authorised Representatives of an Australian Financial Services (AFS) licence holder are covered under the licensee’s Membership.