AFSL Table of Organisational Competence Template (Formerly B1) Sample Page
AFSL B1.3 – Table of Organisational Competence: Click Legal™ proof for AFSL application RG 105, nominated responsible managers details and qualifications.
AFSL B1.3 – Table of Organisational Competence: Click Legal™ form for documenting advice experience, memberships, and organizational details.

AFSL Table of Organisational Competence Template (Formerly B1.3)

Formerly ASIC B1.3 competence table

Original price was: $270.00.Current price is: $199.00. +GST

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Use this template to:
  • Gather Responsible Manager details in a B1.3-style table
  • Show how your RMs collectively satisfy ASIC RG 105 standards
  • Check for coverage gaps before you submit via the ASIC portal
  • Keep RM information consistent across AFSL proofs and internal records

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AFSL Table of Organisational Competence Template (Formerly B1.3): RG 105 form for nominated responsible managers.

About this Document

Use this template if you:
  • Are preparing a new AFSL application or variation in the ASIC Regulatory Portal
  • Need to demonstrate that your RMs meet the organisational competence standards in RG 105
  • Want a working draft to collect RM information before entering it online
  • Need RM profiles to match your authorisations, business description & compliance arrangements
It is suited to:
  • Wholesale & retail AFSL applicants across advice, dealing, platforms & funds
  • Existing licensees updating or adding Responsible Managers
  • Compliance consultants & lawyers compiling AFSL applications for clients
What this template covers:
  • Each RM’s role, relevant services & authorisations they support
  • Education, industry qualifications, memberships & training
  • Employment history & practical experience aligned to your AFSL authorisations
  • Prompts to describe supporting systems & how competence is maintained over time
  • A format you can adapt to match your AFSL structure and service lines
How it fits the current ASIC process:The standalone “B1.3 Table of Organisational Competence” is no longer uploaded as a separate document, but ASIC still requires the same information about RMs within the online application. This template mirrors the structure of the former B1.3 table so you can assemble and check RM details once, then enter them into the portal without missing key fields.

You receive an editable Word document with a table layout and clear placeholders for each RM, so you can keep their profiles consistent across your application, internal records and future updates.

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