Creating a New Practice

Create a new practice in Sara under your AFSL

From the left menu, select ‘Practices’

then click, ‘Create Practice’ to add a new practice into your AFSL.

Only users with the user role ‘Compliance Manager’ can add a new practice under the licensee

Complete the create practice popup

Once created, you will be able to add new authorised representatives (advisers) in the Representatives section.