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Client-to-agent linking

Information for registered agents about the client-to-agent linking process.

Why client-to-agent linking?

Why client-to-agent linking is required and how it protects clients and agents.

Client-to-agent linking process enhancements

Enhancements we've made to the client-to-agent linking process.

Agent checklist for client-to-agent linking process

This checklist will assist you to complete the client-to-agent linking process.

Troubleshooting guide for agents

Check this page for solutions to specific client-to-agent linking process circumstances.

Agent nomination

Information for entities required to nominate a registered agent as part of the client-to-agent linking process.

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