Document ID: chunk:federal_register_of_legislation:F2024C01249:reg:1:p44
Version: federal_register_of_legislation:F2024C01249
Segment Type: reg
Provision Reference: reg 1 (pt 44/148)
Character Range: 442431–445323

in relation to paragraph 1017F(4)(d) of the Act.
 (2) A superannuation product is in the same class as another superannuation product if they are both issued by the same superannuation entity.

7.1.04CAA  Meaning of claimant intermediary—persons excluded from being claimant intermediaries
 (1) For the purposes of subsection 761CAA(2) of the Act, a person is not a claimant intermediary in the circumstances set out in subregulation (2), (4), (5), (6), (7), (8), (9), (10), (11) or (12).

Mortgage brokers and mortgage intermediaries
 (2) The circumstances are:
 (a) the person is a mortgage broker or mortgage intermediary; and
 (b) the mortgage broker or mortgage intermediary provides a credit service to a consumer; and
 (c) the mortgage broker or mortgage intermediary represents the consumer in pursuing a claim under an insurance product.
 (3) Expressions used in subregulation (2) that are also used in the National Consumer Credit Protection Act 2009 have the same meaning in that subregulation as they have in that Act.

Insurance brokers
 (4) The circumstances are that the person is an insurance broker (within the meaning of the Insurance Contracts Act 1984).

Qualified accountants
 (5) The circumstances are:
 (a) the person is a qualified accountant; and
 (b) the qualified accountant provides one or more of the following services to a person (the client):
 (i) preparing a financial report or financial statements (including, but not limited to, a financial report or financial statements required under the Act);
 (ii) auditing financial records;
 (iii) a tax agent service (within the meaning of the Tax Agent Services Act 2009);
 (iv) if the qualified accountant is a limited licensee (within the meaning of subregulation 7.6.04(3)) or supervises and has responsibility for the provision of financial services covered by the financial services licence of a limited licensee—a financial service covered by the financial services licence of the limited licensee; and
 (c) the qualified accountant represents the client in pursuing a claim under an insurance product.

Veterinarians
 (6) The circumstances are:
 (a) the person (the veterinarian) is registered under the law of a State or Territory as a veterinarian, veterinary practitioner or veterinary surgeon; and
 (b) the veterinarian represents a person insured under an insurance product in pursuing a claim under the product; and
 (c) the claim relates to the management or prevention of a disease, injury or condition of an animal covered by the insurance product.

Travel agents
 (7) The circumstances are:
 (a) the person is a travel agent; and
 (b) the travel agent represents a person insured under an insurance product in pursuing a claim under the product; and
 (c) the claim relates to any of the following matters covered by the insurance product:
 (i) financial loss for fares for any form of transport or