Adding a Nominated Representative

Before you can begin sharing your data, you’ll need to appoint a Nominated Representative. A Nominated Representative will be able to give, amend and manage authorisations to share data with third parties, such as Lumi. To nominate a representative, you’ll need to fill out this CDR Nominated Representative Authority form. When you’ve completed the form, email it to transact@macquarie.com. Your request to appoint a Nominated Representative will be completed within 5 business days.

Once your request has been completed, you should be able to connect your Macquarie Bank business account to Lumi.