Establish your broker relationship with Regalis.
Tell us about your business, the clients you support and the transactions you expect to submit. The team will discuss the appropriate partnership and onboarding requirements.
Set up the professional relationship
Registration is an opportunity to establish how the relationship will operate. The applicable requirements depend on the services involved and the role each party will take.
We discuss client authority, information sharing and the responsibilities associated with a submission. Where further verification or documentation is required, the team explains what is needed.
Portal access follows the agreed onboarding process. Registration itself does not approve a transaction, guarantee access to every finance product or replace any professional obligations.
Tell us how your broking business operates
A broker partnership enquiry should identify the individual contact, legal business name, professional role and the types of clients supported. Describe the finance categories you expect to submit and whether your work involves property, development or operating businesses. This helps the team discuss a relevant service scope rather than assigning a generic partnership label.
Applicable professional and authorisation information can then be considered in the context of the proposed activities. Any verification, agreement or additional documentation should be completed through the process advised by the team. Do not send client files as part of a general registration enquiry. A live scenario can be outlined separately with the client's authority and the appropriate submission details. Discuss preferred communication, fee expectations and responsibility for maintaining accurate client information during a transaction.
The process, explained
- 01
Establish the relationship
Introduce your business, professional role and client needs. Discuss the services you intend to provide, the authority you hold and the type of relationship you want to establish with Regalis.
- 02
Agree responsibilities and information handling
Confirm who can communicate with the client, which information can be shared and how documents will be supplied. Discuss any relevant verification, commercial terms and disclosure requirements before relying on the arrangement.
- 03
Prepare an authorised handover
For a live matter, explain the client objective, timing and known complications. Identify the decision being sought and who will manage the application or investment discussion after the introduction.
- 04
Maintain the agreed communication
Updates follow the client authority and the role of each party. Keep business and contact information current, raise changes to the arrangement and use only the access permissions that have been expressly provided.
Questions before you proceed
Does completing this form make me an accredited partner?
The form begins an enquiry and does not establish accreditation, an agreement or access rights. The team needs to consider the proposed activities and explain any onboarding requirements before the relationship can operate.
Can I submit a client scenario while discussing registration?
You can outline a scenario through the scenario page, with the client permission and your role clearly stated. Its assessment and your partnership enquiry are separate matters; neither implies approval of the other.
Broker partnership enquiry
Start with a short description. The right information helps identify the relevant service and next conversation.
This local concept prepares an on-screen summary only. It does not send personal information or submit an application.