708-Certification
Done in minutes.
Request once. Store once. Re-use when needed.
708-Certified Investors requested once.
Routed cleanly to the right accountant. Stored privately.
Validated where it matters.
Faster than email
Shorter intake, cleaner routing, and less repeated document chasing for the same investor.
Easier than before
Applicant, accountant, certificate, and vault all move through one controlled path.
Credible with managers
Validation, storage, and cleaner reuse for investment managers, trustees, responsible entities, and responsible managers.
Investor request. Accountant decision. Responsible manager verification.
One controlled certification, storage and validation workflow across the parties who need the record to be current, traceable and defensible.
Investor request
Start the request once, route the accountant review properly, and keep the certificate ready for validation.
Accountant decision
Review the file through a controlled secure link while professional judgement remains yours.
IM / RE / RM validation
Validate live certificate status for cleaner reliance, audit trails, and governance records.
Your 708 certificate status, visible where it matters.
One record, one certificate path, one cleaner validation layer for investors, accountants, trustees, investment managers, responsible entities, and responsible managers.
- ✓Applicant completes the process once
- ✓Accountant reviews by secure link
- ✓Certificate is issued and stored privately
- ✓Counterparties validate live certificate status
Stored in vault · Validation ready · Jan 2026
Declare once. Store once. Re-use when needed.
The service is not the certificate alone. It is the removal of repeated friction between the investor, the accountant, and the relying party.
Easy to request
Applicant submits once through a guided intake built around the certificate path.
Easy to keep
Your certificate and supporting records stay together in one private vault and dashboard layer.
Easy to rely on
Trustees, managers, and counterparties validate live status without starting from zero each time.
Confirm Entity Profile. Accountant Certifies. Validate.
Three clean steps. One reusable certificate record.
Confirm entity profile
Select the right entity path, complete the intake, and submit the supporting certification request.
Accountant certifies
The accountant reviews by secure link, records a decision, and issues the certificate where appropriate.
Validate
The resulting certificate is stored, validation-ready, and positioned for cleaner ongoing reliance.
Four pathways. One platform.
Whether certifying, renewing, reviewing, or validating — the entry points stay clear and controlled.
First-time certification
Applicant begins the first certificate path with no card required to start.
Certificate renewal
Renewal sits inside the certificate lifecycle without corrupting the historical record.
Accountant review
Secure review, issue, decline, or request-more-information controls in one cleaner pathway.
AFSL RE/RM validation
Validation and reliance pathways for trustees, managers, and counterparties.
Real-time 708 certificate verification.
Public validation confirms live certificate status. Internal reliance surfaces support evidence, watchlists, and cleaner institutional reuse.
See Validation PortalCertificate status check
Active, expired, or invalid result with only the appropriate public metadata.
Reliance workspace
Saved validations, evidence context, folders, watchlists, and cleaner operational reuse.
Review, sign, decline, or request more information.
Professional judgement stays entirely with the accountant. The platform routes, records, stores, and distributes the result. Accountants are never charged to issue.
- ✓Applicant sends one guided certification request
- ✓Registered accountants may also issue for existing clients through the professional workspace
- ✓Accountant receives a secure review link or starts an existing-client issue flow
- ✓Approve, decline, or request more information
- ✓Certificate is issued and stored in the private vault
- ✓Validation-ready record supports future reliance
Three accountant pathways
The certification opinion remains solely with the qualified accountant, not the platform. Existing-client issue flows are available only to registered accountants and accountant firms through the professional workspace.
Get 708-Certified.
One Request. Properly Done.
Start the applicant profile, route the accountant review, and keep the certificate stored and ready for every opportunity ahead.
No financial product advice. No investment promotion. 708C is a certification workflow, record storage, and validation platform. The certification opinion on investor eligibility remains with the qualified accountant, not the platform.