Overview
These online Agency Services are provided by Origo, the Industry sponsored company which provides online standards and services to the UK Life, Pensions and Investment sectors.
Standard Life is a supporter of these services, which allow you to register and administer agencies across a number of providers.
Online Agency Registration Service
The service allows Directly Authorised Advisers to complete an Agency Application once and to issue it to us and a number of other participating Product Providers with whom they wish to establish an agency relationship. This process allows you to sign up to the Terms of Business for us and other Providers.
Online Agency Administration Service
The service allows Directly Authorised Advisers and Networks to capture, validate and submit agency administration requests once, and to issue them to us and a number of other participating Product Providers. The agency administration requests available are:
- Additional agency request
- Agency closure request
- Change of membership request
- Change of address request
- Change of bank request
- Transfer of business request
Adviserwise
Adviserwise provides information, case studies and support about online services that are available to you which can help process business more efficiently.
Terms of business
You can view our Intermediary Terms of Business here.
The information on this site is for qualified financial advisers and must not be relied on by anyone else. If you are not an adviser please go to our customer website for more information about our products and services.
