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ASIC + APRA + AUSTRAC Ready

Your AFS Licence Obligations. Governed.

ASIC, APRA, and AUSTRAC obligations mapped to named owners with immutable evidence. Every licence condition becomes a governed workflow.

AU-hosted infrastructure14-day free trialNo credit card requiredASIC-ready audit trail
300+ ASIC obligations mapped·s912D breach tracking·Board reporting automated·AU-hosted
ASIC Regulatory GuideAPRA Prudential StandardsAUSTRAC AML/CTF

Trusted by financial services firms managing multi-regime obligations

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Obligations Register
AFS Licence Obligations
4 Mapped1 At Risk1 Unmapped
ObligationStatus
General conduct obligationsMapped
Financial resource requirementsMapped
Breach reporting - s912DAt Risk
AML/CTF Program - Part AMapped
CPS 230 - Critical operationsUnmapped
IDR proceduresMapped
6 of 6 records
Live
The Compliance Gap

The Financial Services Compliance Gap

The difference between scrambling and being regulator-ready.

Without FormaOS

AFS licence conditions not mapped to operational obligations - gaps invisible until ASIC review

Breach register not maintained - s912D self-reporting deadlines missed or detected late

Board unable to demonstrate active oversight - no structured compliance reporting to directors

CPS 230 operational risk framework exists on paper but not operationalised in daily workflows

VS

With FormaOS

Every licence condition mapped to named owners with evidence requirements and review schedules

Centralised breach register with s912D workflow, days-since-detection counter, and deadline alerts

One-click board reporting pack with RAG status, open breaches, and attestation workflow

CPS 230 obligations tracked with critical operations, tolerance settings, and continuity testing evidence

How We Compare

FormaOS vs. The Status Quo

See how purpose-built financial services compliance software compares.

ASIC obligation register pre-built
Sheets
GRC
FormaOS
s912D breach register
Sheets
GRC
FormaOS
Board reporting pack
Sheets
GRC
FormaOS
APRA CPS 230 tracking
Sheets
GRC
FormaOS
Named ownership per obligation
Sheets
GRC
FormaOS
Immutable evidence chain
Sheets
GRC
FormaOS
AU data residency
Sheets
GRC
FormaOS
AUSTRAC AML/CTF tracking
Sheets
GRC
FormaOS
Onboarding time
Sheets
Weeks
GRC
Days
FormaOS
Hours
Price
Sheets
Hidden
GRC
$$$+
FormaOS
From $159/mo
Framework Coverage

Obligation coverage across every financial services regulator

Pre-built frameworks map your ASIC, APRA, AUSTRAC, and AFCA obligations out of the box. Each obligation links to an owner, evidence requirement, and review cycle.

ASIC AFS Licence - s912A Obligations

Australian Securities and Investments Commission · Last updated: 2025-11-15

300+
Obligations
Pre-built
Coverage by category
General conduct obligations98%
Financial resource requirements100%
Organisational competence96%
Risk management systems94%
Dispute resolution (IDR/EDR)97%
Breach reporting and self-reporting92%
Client money and property handling100%
Disclosure and conduct obligations95%
Key requirements covered
General conduct obligations
Financial resource requirements
Organisational competence
Risk management systems
Dispute resolution (IDR/EDR)
Breach reporting and self-reporting
Client money and property handling
Disclosure and conduct obligations
How It Works

Three Steps to Audit-Ready

01

Import your obligation register

Upload your existing ASIC, APRA, or AUSTRAC obligation spreadsheets - or start with our pre-built framework packs. FormaOS maps every obligation to its regulation reference, assigns owners, and sets review cycles automatically.

Framework Activation
ASIC AFS s912A Obligations
Activated
APRA CPS 230
Activated
AUSTRAC AML/CTF
Activated
AFCA Membership
Activated
02

Assign owners and attach evidence

Every obligation gets a named owner, escalation path, and linked evidence requirement. Your team uploads policies, procedures, and attestations against each obligation - building a live evidence repository from day one.

Obligation Ownership
s912A(1)(a) - General conduct
Jane Park - Compliance
CPS 230 - BCP testing
Tom Liu - Ops Risk
AML/CTF - SMR log
Sarah Chen - AML
AFCA - IDR procedures
Mike Ross - Complaints
03

Monitor, report, and prove compliance

Real-time dashboards show RAG status across every framework. Generate board packs, breach registers, and regulator-ready audit exports on demand. When ASIC, APRA, or AUSTRAC asks for evidence, you export it in minutes - not weeks.

Compliance Status
ASIC AFS obligations
97% mapped
APRA CPS 230
94% mapped
AUSTRAC AML/CTF
100% mapped
Board pack
Ready to export
Built for Your Industry

Purpose-built for AFS licensees

Every feature is designed around the obligations, registers, and reporting that Australian financial services organisations actually need.

Feature 01

Obligations Register

Every ASIC, APRA, and AUSTRAC obligation mapped to licence conditions with regulation references, named owners, evidence requirements, and review schedules.

  • Pre-loaded obligation sets for AFS licence conditions
  • Regulation reference linked to each obligation (e.g. s912A(1)(a))
  • Named owner assignment with escalation paths
  • RAG status tracking - mapped, at risk, unmapped, breached
  • Scheduled review cycles with automated reminders
Obligations Register
General conduct - s912A(1)(a)
Head of Compliance
Financial resources - s912A(1)(d)
CFO
Breach reporting - s912D
Compliance Mgr
CPS 230 - Critical operations
COO
Feature 02

Breach Register

Centralised register for reportable situations under s912D with self-reporting workflow, days-since-detection counter, and immutable audit trail.

  • s912D reportable situation classification
  • Days-since-detection counter with regulatory deadline alerts
  • Self-reporting workflow - draft, review, lodge, confirm
  • Root cause analysis and remediation tracking
  • Immutable evidence chain from detection to resolution
Breach Register
BR-2026-041 - Client money shortfall
12 days
BR-2026-038 - Disclosure failure
28 days
BR-2026-035 - Training lapse
Resolved
BR-2026-029 - SOA deficiency
Resolved
Feature 03

Board Reporting Pack

One-click PDF generation with RAG compliance status, open breach summary, upcoming regulatory deadlines, and attestation-ready formatting for directors.

  • RAG status dashboard across all obligation categories
  • Open breaches with days outstanding and severity
  • Upcoming regulatory deadlines - next 30/60/90 days
  • Compliance programme effectiveness metrics
  • Director attestation and sign-off workflow
Board Reporting Pack
Overall compliance posture
94%
Open breaches
2 active
Overdue obligations
0
Next regulatory deadline
15 Apr 2026
Feature 04

AML/CTF Programme Tracking

Map AUSTRAC AML/CTF programme obligations across Part A and Part B, track annual compliance report requirements, and monitor suspicious matter reporting.

  • Part A and Part B obligation coverage dashboard
  • Customer identification procedure tracking
  • Ongoing customer due diligence monitoring
  • Annual compliance report deadline tracker with evidence assembly
  • Suspicious matter and threshold transaction reporting log
AML/CTF Programme
Part A - Customer ID
100% covered
Part B - CDD procedures
96% covered
Annual report
Due 30 Sep
SMR log
3 pending
Feature 05

AFCA Dispute Register

Track complaints from intake through resolution with AFCA notification workflow, resolution timelines, and systemic issue identification.

  • Complaint intake with categorisation and severity
  • Internal dispute resolution (IDR) timeframe tracking
  • AFCA escalation and notification workflow
  • Resolution timeline monitoring against regulatory requirements
  • Systemic issue identification and reporting
AFCA Dispute Register
DR-2026-118 - Fee dispute
IDR - Day 14
DR-2026-112 - Advice complaint
AFCA escalated
DR-2026-105 - Service delay
Resolved
DR-2026-099 - Disclosure query
Resolved
See It In Action

Experience the Platform

Explore real workflows without creating an account.

Financial Services Compliance Overview
ASIC AFS - s912A Obligations
97%
APRA CPS 230 - Operational Risk
94%
AUSTRAC AML/CTF Programme
100%
AFCA - Dispute Register
96%
Breach Register - s912D
2 active
Board Pack - Next Due
15 days
206+ tables with row-level securityAU-hosted by default - data never leaves AustraliaZero evidence gaps at audit - immutable chainSOC 2 compliance in progress
Boutique AFS Licensee
What they needed

Map all s912A obligations to named owners and maintain a breach register without hiring a dedicated compliance team.

What FormaOS delivers

Pre-loaded obligation register with RAG tracking, automated breach workflow, and board-ready reporting - run by a team of three.

Non-bank Credit Provider
What they needed

Demonstrate AUSTRAC AML/CTF programme compliance and prepare the annual compliance report without months of evidence gathering.

What FormaOS delivers

Continuous evidence capture across AML/CTF obligations with one-click annual report assembly and AUSTRAC-aligned audit trail.

Wealth Management Firm
What they needed

Provide directors with structured compliance oversight across ASIC, APRA, and AFCA obligations for board meetings.

What FormaOS delivers

Unified board reporting pack covering all three regulators, open breaches, upcoming deadlines, and attestation workflow.

Built for frameworks governed by

ASIC
APRA
AUSTRAC

ASIC surveillance reviews don't announce themselves. Can you demonstrate your obligation coverage right now?

Start Governing Financial Services Compliance Today

Join Australian organisations that trust FormaOS to maintain continuous compliance.

Starter
$159/mo

For small teams getting started with compliance.

Most Popular
Professional
$239/mo

For growing organisations with active compliance obligations.

Enterprise
$399/mo

For regulated enterprises with complex multi-framework needs.

AU-hosted · No credit card required · Cancel anytime · Your data never leaves Australia

Financial Services FAQ

Frequently Asked Questions

FormaOS includes pre-built obligation sets for key Regulatory Guides including RG 104 (AFS licence conditions), RG 132 (managed investment scheme compliance plans), and RG 259 (risk management systems for responsible entities). Obligations from each guide are mapped to named owners with evidence requirements and review schedules.