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Apply for membership

FOS members at FOS National Conference 2012

To apply for membership of the Financial Ombudsman Service, please select from the list below appropriate to your business.

Accountants (applying for a limited AFS licence)

Please read this information before you proceed to the application form.

 

Which accountants should apply for membership?

If you are an accountant who wants to continue to provide advice on self-managed super funds (SMSFs) from 1 July 2016, you must be appropriately licensed under the AFS licensing framework. One of the licensing options is a limited Australian Financial Services (AFS) licence and this requires you to be a member of an ASIC-approved external dispute resolution scheme (EDR) like the Financial Ombudsman Service Australia (FOS)

What will this cost you?

At the time of application a total fee of up to $510 (inc GST) is payable by credit card (Payment by AMEX incurs a 3.025% surcharge). This covers a $165 application fee and a variable base levy (see right) which covers your membership to 30 June 2018. The Financial Ombudsman Service charges additional fees including:

  • a user charge and
  • case fees for disputes handled by the Financial Ombudsman Service in accordance with our Terms of Reference.

calculator is available as a guide for estimating what your base levy may be (the base levy can vary according to the size of your business).

When your membership application is accepted we will provide further details about the user charge and case fees.

If you want further clarification about any of these levies and fees prior to making your application, please contact our membership team 1300 56 55 62 or email us [email protected].

To complete the online application form, you will need to provide contact details for a number of different Financial Ombudsman Service needs. The same person may undertake some or all of the contact roles listed. The contacts we need are (hover over contact roles for further explanation):

  • Managing Director/CEO/Company Secretary
  • EDR Manager Contact
  • IDR Registration Contact
  • Public Display Contact
  • Systemic Issue Contact
  • Dispute Contact(s)
  • Finance Contact

In addition you will be asked for the following details:

  • Organisational details
  • General description of your business (you will be asked to select from a predefined list)
  • Membership of industry associations
  • Confirmation that you are authorised to make the application
  • Confirmation that you agree to abide by the Financial Ombudsman Service Terms of Reference
  • If you are or were a member of the Credit & Investment Ombudsman Service Limited (CIO) you will need to complete a set of declarations

Proceed to membership application form
Please allow 5-7 business days for your application to be processed

Australian Financial Services Licensees

Please read this information before you proceed to the application form.

This page is for applying to be a member of the Financial Ombudsman Service if you are:

  • an Australian Financial Services Licensee
  • a Credit Licensee

At the time of application a total fee of up to $510 (inc GST) is payable by credit card (Payment by AMEX incurs a 3.025% surcharge). This covers a $165 application fee and a variable base levy (see right) which covers your membership to 30 June 2018. The Financial Ombudsman Service charges additional fees including:

  • a user charge and
  • case fees for disputes handled by the Financial Ombudsman Service in accordance with our Terms of Reference.

calculator is available as a guide for estimating what your base levy may be (the base levy can vary according to the size of your business).

When your membership application is accepted we will provide further details about the user charge and case fees.

If you want further clarification about any of these levies and fees prior to making your application, please contact our membership team 1300 56 55 62 or email us [email protected].

To complete the online application form, you will need to provide contact details for a number of different Financial Ombudsman Service needs. The same person may undertake some or all of the contact roles listed. The contacts we need are (hover over contact roles for further explanation):

  • Managing Director/CEO/Company Secretary
  • EDR Manager Contact
  • IDR Registration Contact
  • Public Display Contact
  • Systemic Issue Contact
  • Dispute Contact(s)
  • Finance Contact

In addition you will be asked for the following details:

  • Organisational details
  • General description of your business (you will be asked to select from a predefined list)
  • Membership of industry associations
  • Confirmation that you are authorised to make the application
  • Confirmation that you agree to abide by the Financial Ombudsman Service Terms of Reference
  • If you are or were a member of the Credit & Investment Ombudsman Service Limited (CIO) you will need to complete a set of declarations

Proceed to membership application form
Please allow 5-7 business days for your application to be processed

Credit Licensees

Please read this information before you proceed to the application form.

This page is for applying to be a member of the Financial Ombudsman Service if you are:

  • an Australian Financial Services Licensee
  • a Credit Licensee

If you are an Authorised Credit Representative, please use the application page for Authorised Credit Representatives


At the time of application a total fee of up to $510 (inc GST) is payable by credit card (Payment by AMEX incurs a 3.025% surcharge). This covers a $165 application fee and a variable base levy (see right) which covers your membership to 30 June 2018. The Financial Ombudsman Service charges additional fees including:

  • a user charge and
  • case fees for disputes handled by the Financial Ombudsman Service in accordance with our Terms of Reference.

calculator is available as a guide for estimating what your base levy may be (the base levy can vary according to the size of your business).

When your membership application is accepted we will provide further details about the user charge and case fees.

If you want further clarification about any of these levies and fees prior to making your application, please contact our membership team 1300 56 55 62 or email us [email protected].

To complete the online application form, you will need to provide contact details for a number of different Financial Ombudsman Service needs. The same person may undertake some or all of the contact roles listed. The contacts we need are (hover over contact roles for further explanation):

  • Managing Director/CEO/Company Secretary
  • IDR Registration Contact
  • EDR Manager Contact
  • Public Display Contact
  • Systemic Issue Contact
  • Dispute Contact(s)
  • Finance Contact

In addition you will be asked for the following details:

  • Organisational details
  • General description of your business (you will be asked to select from a predefined list)
  • Membership of industry associations
  • Confirmation that you are authorised to make the application
  • Confirmation that you agree to abide by the Financial Ombudsman Service Terms of Reference
  • If you are or were a member of the Credit & Investment Ombudsman Service Limited (CIO) you will need to complete a set of declarations

Proceed to membership application form
Please allow 5-7 business days for your application to be processed

Authorised Credit Representatives

Please read this information before you proceed to the application form.

This form is for applying to be a member of the Financial Ombudsman Service if you are an:

  • Authorised Credit Representive (ie. being appointed by a Licensee/Aggregator)

Note: It can also be used if you are an existing Authorised Credit Representive member to notify us of additional appointments.

To complete the online application form you will need:
  • Your licensee's Financial Ombudsman Service membership number.
  • A credit card to pay the $55 (inc GST) application cost which will also cover your membership until 30 June 2018 (Payment by AMEX incurs a 3.025% surcharge). The annual membership fee for an ACR is currently $115.

Please be aware that as part of your application for membership of the Financial Ombudsman Service you will need to agree to be bound by:

If you are or were a member of the Credit & Investment Ombudsman Service Limited (CIO) you will need to complete a set of declarations.

Any dispute we receive about you from one of your customers will be sent to your licensee for resolution by their dispute resolution area.

As we will deal primarily with the licensee, we can disclose information about you to them including the status of your membership and details of the dispute. This also means the costs of the dispute will be charged to the licensee but if they fail to pay you may become liable for these case costs.

Proceed to membership application form
Please allow 5-7 business days for your application to be processed

Other Financial Services Providers

Please read this page before you proceed to the application form.

 

This page is for applying to be a member of the Financial Ombudsman Service if you are:

  • a Financial Services Provider not in a category listed above

At the time of application a total fee of up to $510 (inc GST) is payable by credit card (Payment by AMEX incurs a 3.025% surcharge). This covers a $165 application fee and a variable base levy (see right) which covers your membership to 30 June 2018. The Financial Ombudsman Service charges additional fees including:

  • a user charge and
  • case fees for disputes handled by the Financial Ombudsman Service in accordance with our Terms of Reference.

calculator is available as a guide for estimating what your base levy may be (the base levy can vary according to the size of your business).

When your membership application is accepted we will provide further details about the user charge and case fees.

If you want further clarification about any of these levies and fees prior to making your application, please contact our membership team 1300 56 55 62 or email us [email protected].

To complete the online application form, you will need to provide contact details for a number of different Financial Ombudsman Service needs. The same person may undertake some or all of the contact roles listed. The contacts we need are (hover over contact roles for further explanation):

  • Managing Director/CEO/Company Secretary
  • IDR Registration Contact
  • EDR Manager Contact
  • Public Display Contact
  • Systemic Issue Contact
  • Dispute Contact(s)
  • Finance Contact

In addition you will be asked for the following details:

  • Organisational details
  • General description of your business (you will be asked to select from a predefined list)
  • Membership of industry associations
  • Confirmation that you are authorised to make the application
  • Confirmation that you agree to abide by the Financial Ombudsman Service Terms of Reference
  • If you are or were a member of the Credit & Investment Ombudsman Service Limited (CIO) you will need to complete a set of declarations

Proceed to membership application form
Please allow 5-7 business days for your application to be processed