Creating a New Authorised Rep

Use Representatives to keep adviser details and supporting information together. Creating an adviser record in SARA does not itself grant a legal authorisation or replace your licensee’s appointment process.

Before you start

You need Compliance Manager permissions to create or edit representatives. Have the adviser’s correct name, email address and practice ready. Create the practice first if it is missing.

Step 1: Open Representatives

Select Representatives in the left menu. Search for the adviser first to avoid creating a duplicate. Select Create Adviser.

Step 2: Enter the adviser details

Complete Name, Email and Practice. Check the Status and add the Authorised representative number and Phone number where available. Check the practice carefully before saving.

Step 3: Create and check the record

Select Create. Wait for the success message, then find the representative in the list and open their profile. If an error appears, resolve it before assuming the record has been created.

Step 4: Maintain the full profile

Use Edit profile to maintain the available personal, compliance and address information. The profile includes the compliance manager, assigned paraplanner, authorisation status, audit dates, risk rating, qualifications, adviser experience and pay structure. Supporting fields include an FSG and authorised representative certificate.

Select only a paraplanner available for the chosen practice. Review any existing assignments when changing practices. Select Save changes and reopen the profile to check the saved details.

Account access is a separate check

Use Me → Team Management to check the person’s user details, role and status. If the person cannot sign in or the expected access is missing, ask your organisation’s administrator to check the account. Never share another user’s password or authentication code.