InfoTrack as the Subscriber
The following forms have been updated to allow for instances where InfoTrack is the Subscriber for your Firm for an electronic settlement (i.e. Firm is using SettleIT):
- Client Authorisation [LL-NSW-PR638]
- Client Authorisation 2 persons 1 card [LL-NSW-PR638a]
A FILLIN will now run asking who is the subscriber for the electronic settlement.
If the Firm is the subscriber (Option A) the form will complete as normal, with the Firm details completing in the “Representative” section.
If InfoTrack is the subscriber (Option B) then InfoTrack’s details will be completed in the “Representative” section of the form.
If InfoTrack is Subscriber, identify who carried out the VOI
Additionally, if Option B is selected above, a second FILLIN will run asking who carried out the VOI.
If the Firm carried out the VOI, their details will complete in the “Representative Agent” section of the form.
If another entity (i.e. Australia Post etc) carried out the VOI, the “Representative Agent” section will be left blank for manual completion by you.
REMINDER: There is also an interactive PDF version of this form [LL-FED-GEN-046] which expands the Client section of the form (handy for instances when you have more than 2 Clients) unlike the Word versions.