SLG LiveSite Portlet

Adviser Payments

SLG LiveSite Portlet

The Adviser Payments Service lets you view and print your statement following a settlement. The service supports your payments reconciliation process and enables you to check payments paid and due.

Your online adviser statement gives you a breakdown of all types of adviser payments, split among Adviser Charges, Consultancy Charges and Commission.

You can use the Adviser Payments Service to check on payments due for a specific policy or agency code and view by policy number or agency code for payments due and paid.

You can download statements in PDF and CSV file format to import data into your own systems. CSV file format can be opened in a spreadsheet application such as Microsoft Excel enabling you to sort the data. Statements are available online for up to 13 months.

We also support automated links to advisers systems using Origo Standard EDI messages enabling advisers with the appropriate 3rd party software to automate their payment reconciliation process.

You'll need to login to use this service.

For more information, contact your Standard Life Account Manager.

SLG LiveSite Portlet