B1 Proof Organisational Competency

Designed for Australian Financial Services (AFS) licence applicants, this document helps businesses demonstrate their organisational expertise by providing detailed personal and professional information on nominated Responsible Managers. This template includes: ✔ A structured Statement of Personal Information form ✔ Sections covering employment history, financial services experience, and product expertise ✔ A legally compliant questionnaire for regulatory disclosures ✔ Annexures for qualification certificates, police checks, bankruptcy checks, and business references.