Join as a Participant
Becoming a participant of the Standard ensures that your organisation aligns with an independent, industry-wide framework for SMA fee reporting.
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How to participate in the SMA Standard
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Who should participate
The SMA Reporting Standard is designed for:
SMA Managers
Platforms
Practices Managing Their Own SMAs
This application is not for:
Consumers or advisers who only recommend public SMAs.
Why become a participant
1
Be part of an independent, industry-led standard (not ASIC-controlled).
2
Gain validation through our spreadsheet review and approval process.
3
Use our participant collateral (badges, PxCode, and more) to demonstrate compliance.
4
Access future participant-only services, such as rebalance washing, flow consolidation, and enhanced reporting.
What happens after joining
Once you submit your application, we will review it to ensure appropriateness. Approved participants will be issued a PxCode and can immediately use SMA Reporting Standard collateral, including verification badges.