So Money — Partner Application

How would you like to partner with us?

Select the type of partnership that suits your business.

Broker Accreditation Application Form

Please fill in your details. Fields marked with * are required.

Section 1 - Contact Details

Your First Name

Your Last Name

Your Email

Your Phone Number

Name of your RM (First Name)

Name of your RM (Last Name)

Your RM Email Address

Business Type

Section 2 - Personal Details (Individual)

Section 3 - Licensing / Registration Details

Please select one of the following

Australian Credit Licence No.

Australian Credit Representative Name

Australian Credit Representative No.

AFCA Membership Number

Membership number only — AFCA no longer issues certificates. We verify it at afca.org.au.

Section 4 - Business Details

Trading / Business Name

ABN / ACN

Website

Registered for GST

Company Phone Number

Company Email Address

Nature of Business

How many Directors

How many Shareholders

Registered Company Address

Business Address (if applicable)

Agreement parties and ownership

Enter the legal applicant, its actual trustees and signers, and each legal shareholder. A trust is not a natural person and is not automatically a personal guarantor.

Legal structure of applicant

This follows Business Type above.

Aggregator (if any)

Commission Bank Account

Account where commissions will be paid — as shown on the bank statement you upload in Section 9.

Bank Name

Bank Account Name

BSB

Account Number

Section 5 - Director and Beneficial Owner Details (Only complete if applying for accreditation on behalf of a registered company)

Note: all Directors and Beneficial Owners must be listed.

Section 6 - Broker Acknowledgments and Declarations

Note: all Directors and Beneficial Owners must be listed.

Section 7 - Privacy Statement

What this statement is about

Your right to privacy is important to us. The Privacy Act 1988 regulates the way Lingqing Capital Pty Ltd T/a So Money ("we", "our" or "us") uses personal information. This statement explains your privacy rights and our rights and obligations in relation to personal information about you. Please read it carefully.

We collect personal information to assist us in processing Applications for Broker Accreditation. Generally, we collect such personal information directly, but we may also collect this from regulators and other agencies assisting us with verifying your identity (see below under Disclosure of personal information about you). If you do not provide us with sufficient personal information about you, we may not be able to enter into formal arrangements with you. Our Privacy Policy is available on our website https://somoney.com.au.

The Privacy Policy sets out how you can access and seek correction to personal information about you; how you may make a complaint regarding a privacy breach and how we deal with privacy complaints.

How we may use personal information about you

We use personal information about you to:

assess whether to accept your Application for Accreditation
administer and manage our relationship with you
facilitate our internal business operations, including fulfilment of any legal requirements and confidential systems maintenance and testing, and
inform you of products and services provided by us which we consider may be of value or interest to your clients.

Disclosure of personal information about you

We may disclose your personal information if it is necessary to do so in the following circumstances:

to any regulatory body
to any reporting agency to obtain personal or trade reference and other commercial information about you to consider your Application for Accreditation
to our external service providers that provide services for the purposes only of our business, on a confidential basis, for example legal advisers and mailing houses
to any persons acting on your behalf, including a solicitor or accountant, unless you tell us not to
to any party acquiring an interest in any business and
if you request us to do so or if you consent or where the law requires or permits us to do so.

We are not likely to disclose personal information about you to overseas recipients.

Automated processing and cloud service providers

We use automated systems, including artificial intelligence (AI) tools, to help process and assess your application — for example to read and classify uploaded documents, extract information, verify identity documents, support fraud prevention and anti-money-laundering and counter-terrorism-financing (AML/CTF) checks, and produce indicative assessments for our staff. These tools assist our staff; decisions about your application are made by our people, not solely by automated means. The AI processing is carried out using Anthropic's Claude models on Amazon Web Services (Amazon Bedrock) infrastructure located in Australia (the AWS Asia Pacific (Sydney) region). Your information is processed within Australia; it is not used to train the providers' AI models and is not retained by them beyond what is needed to perform the service. You can contact our Privacy Officer for more information about how automated processing is used, or to withdraw your consent.

I declare that the information provided in this form and any supporting documents is true, correct and is not misleading or deceptive by statement or omission, and I consent to the Privacy Statement above.

Section 8 - Review & Save

Review your application or save your progress

You can preview your application form before submitting, or save your progress and receive a resume link via email.

Section 9 - Accreditation Requirements

Upload each required document

Attach each document to its matching item below. Items marked Required must be provided before you can submit.

Download So Money VOI Form

Referral Contact Information

Your Full Name

Position in Company

Email Address

Must be your company email — personal email providers (Gmail, Yahoo, Outlook…) are not accepted.

Secondary Email (for referral fee communications)

Phone Number

Preferred RM / How did you hear about us

Work Address

Business Details

Company / Entity Name

Business ABN

Industry

Business Type

Company Directors

List every director of the company applying. Each director must provide two forms of ID (ID 1 and ID 2) in the Documents section below before your application can be approved. Director email addresses must be company emails — personal email providers are not accepted.

Commission Bank Details

Account where referral fees will be paid — as shown on the bank statement you upload below.

Bank Name

Bank Account Name

BSB

Account Number

Documents

Upload each required document

Attach each document to its matching item below. Items marked Required must be provided before you can submit.

Upload ID 1 and ID 2 for EVERY director listed above. Each ID slot accepts multiple files — attach one document per director in each slot, and make sure a director’s ID 2 is a different kind of document from their ID 1.

Declaration

I declare that the information provided in this form and any supporting documents is true, correct and is not misleading or deceptive by statement or omission. I consent to Lingqing Capital Pty Ltd T/A So Money collecting and using this information to assess my referral partner application, in line with the Privacy Policy at https://somoney.com.au.

Additional Information

Notes / Message

Start an application

Continue an application

Submitted applications

How would you like to partner with us?

Broker

Business Referral

Broker Accreditation Application Form

Application Submitted

Your application workspace

Your applications

Start an application

Continue an application

Submitted applications

How would you like to partner with us?

Broker

Business Referral

Broker Accreditation Application Form

Application Submitted