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The first thing you will need to do is set up a 'Master Account' structure for your advisory firm. After that you can start creating new users and give them certain rights and access to plan information.

• Step 1. Download, complete and sign the Master Account Holder Agreement. This details the Terms and Conditions of the service which your company must accept. It must be signed by someone who is authorised to do so on behalf of your company.
• Step 2. Download, complete and sign the OSC Account Creation and User Registration form. This is used to create your first Master User. This person effectively has administrative control and allows them to add, remove users etc. It must be signed by the person who will be the Master User and also by an Authorised Signatory for your company.
• Step 3. Download, complete and sign the Switching and Dealing User Rights Assignment form. This explains the additional Terms and Conditions of using the online switching and dealing service. It must be signed by the person who will be performing switches and deals, and it must also be signed by an Authorised Signatory for your company.
• Step 4. Having completed all of the above, your company must be the appointed Investment Adviser to a specific plan. If this isn't the case, you and your client will need to sign an Investment Adviser Appointment form (Regular payment / Lump sum payment versions). Once everything has been put in place, online switching and dealing will then be available to use.

If your colleagues have access, then it is likely your company already has a Master Account in place. You will need to speak to the person who administers the account for your company. They will be able to set you up as a new user, and assign plans to you.

• Step 1. Speak to your company's administrator and get set up as a new user.
• Step 2. Download, complete and sign the Switching and Dealing User Rights Assignment form. This explains the additional Terms and Conditions of using the online switching and dealing service. It must be signed by the person who will be performing switches and deals, and it must also be signed by an Authorised Signatory for your company.
• Step 3. Having completed the above, your company must be the appointed Investment Adviser to a specific plan. If this isn't the case, you and your client will need to sign an Investment Adviser Appointment form (Regular payment / Lump sum payment versions). Once everything has been put in place, online switching and dealing will then be available to use.

Great. You are already benefiting from our award winning online service centre. Now you just need to get set up for online switching and dealing.

• Step 1. Download, complete and sign the Switching and Dealing User Rights Assignment form. This explains the additional Terms and Conditions of using the online switching and dealing service. It must be signed by the person who will be performing switches and deals, and it must also be signed by an Authorised Signatory for your company.
• Step 2. Having completed the above, your company must be the appointed Investment Adviser to a specific plan. If this isn't the case, you and your client will need to sign an Investment Adviser Appointment form (Regular payment / Lump sum payment versions). Once everything has been put in place, online switching and dealing will then be available to use.

Simple. As you are already acting as an Investment Adviser to 1 or more plans and have online access, we'll just need one form completing.

• Download, complete and sign the Switching and Dealing User Rights Assignment form. This explains the additional Terms and Conditions of using the online switching and dealing service. It must be signed by the person who will be performing switches and deals, and it must also be signed by an Authorised Signatory for your company.