AFSL A5 Business Description Template: Instant download, ASIC-ready legal document from Click Legal™.
AFSL A5 Business Description Template: Click Legal business description table of contents.
Click Legal AFSL A5 Business Description Template: ASIC-ready template for financial services license application.

AFSL Business Description Template (Formerly A5)

Formerly ASIC A5 business description proof

Original price was: $250.00.Current price is: $199.00. +GST

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Use this template to:
  • Draft the business description section for your AFSL application or variation
  • Clearly explain your services, products, client base & distribution
  • Outline your income model & core operational setup
  • Show at a glance how your business fits within the AFSL regime

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AFSL Business Description Template (Formerly A5) by Click Legal: Introduction and overview sections.

About this Document

Use this template if you:
  • Are applying for a new AFSL or varying an existing licence
  • Need to describe what your business does in clear, structured terms
  • Offer wholesale-only or complex financial services and want to avoid vague answers
  • Want a consistent business description across your proofs, policies & RM profiles
It is suited to:
  • Wholesale-focused AFSL applicants (general advice, dealing, platforms, capital raising)
  • Existing licensees preparing a variation or expanding authorisations
  • Compliance consultants & lawyers preparing AFSL materials for clients
What this template covers:
  • Your core business activities, services & financial products
  • Target client base, distribution channels & key counterparties
  • Income model, main revenue streams & operating structure
  • High-level overview of systems, key service providers & risk framework
  • Prompts you can adapt to the specific service mix you are applying for
How it fits the current ASIC process: ASIC’s online portal no longer uses a separate “A5 Business Description” upload, but the same business description information is still required in structured fields. This template helps you draft clear, complete answers in one place before you enter them into the ASIC Regulatory Portal or share them with advisers and reviewers.

You receive an editable Word document in an A5-style structure, with placeholders for your company details, authorisations & business model, so you can refine the content once and reuse it across your AFSL application materials.

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