The DLSM wholesale programme allows appropriately licensed or authorised businesses to provide structured financial market education to their clients through a DLSM-approved co-branded or white-label arrangement.
Many financial services businesses — brokers, advisers, fund administrators, fintech platforms — have clients who want to understand markets better. Building education infrastructure from scratch is slow and expensive.
Approved programme partners may provide their clients with access to the DLSM content library under a co-branded or white-label model, subject to their own licensing, authorisation and client disclosure obligations.
All educational content delivered through the wholesale programme remains general in nature — the same compliance standards that govern our retail offering apply without exception.
All content delivered under the wholesale programme constitutes general financial education and general advice only. Neither DLSM nor its wholesale partners are authorised to provide personal financial advice through this programme.
The programme is available to Australian businesses that meet DLSM's eligibility criteria and hold any licences, authorisations or approvals required for their intended use of the content. The programme does not determine whether any end user is a retail client or wholesale client under Australian financial services laws.
Brokerage firms looking to provide pre-trade education to new and existing clients as part of their onboarding or ongoing service offering.
Licensed financial planners who want to supplement their client education with structured market literacy content, separate from their personal advice services.
Technology platforms with a retail or wholesale investor user base who want to embed educational content directly into their product experience.
Corporate treasury departments, super fund administrators, and finance teams seeking to improve financial market literacy across their staff or member base.
Registered training organisations and university programs covering finance, accounting, or economics looking to supplement curriculum with practical market education.
Financial industry associations and professional networks that want to provide value-add education content to members as part of a broader membership or CPD offering.
We keep onboarding straightforward. Most partners are live within two to three weeks of initial enquiry.
Start an Enquiry →Contact us via the enquiry form. Tell us about your business, client base, and what you're hoping to achieve. We'll review your eligibility and respond within two business days.
We'll schedule a short call to understand your specific needs, discuss delivery model options (co-branded vs white-label), and confirm that the programme is a good fit.
We'll document the arrangement, configure your branded access portal, and brief your team on how the content library is structured and how to support your clients in using it.
Your clients gain access to DLSM's content library. We provide ongoing account management, usage reporting, and add new content to the library on a regular basis.
All content delivered through the DLSM wholesale programme is general in nature. It does not constitute personal financial product advice. DLSM does not provide personal advice, and this limitation applies equally to all wholesale delivery arrangements.
Partner businesses remain responsible for ensuring that any referral of clients to DLSM content is consistent with their own licence obligations and client management duties.
Review our legal documents →