Coming Soon: Unipass Letter of Authority (ULoA)
This year (2020) we’ll be launching a slick, new digital solution to solve the laborious Letter of Authority process.
With ULoA, advisers and providers can serve their clients in a faster and more secure way.
Instead of paying for post and waiting on deliveries, they’ll have more time to focus on what matters: giving new client a better start to the financial advice process.
Save time and money
Instead of paying for post or waiting for deliveries, go digital
Save admin time by accessing and actioning your LoA through our online portal
Make your old, lengthy LoA process a thing of the past
Stay safe and secure
Keep requests and responses confidential in our secure online portal
Alleviate data protection concerns with our GDPR compliant system
Authenticate client and adviser details digitally
Keep clients happy
Get quicker client outcomes
Build a stronger relationship more quickly, easily updating your client as you go
Ensure client confidentiality and peace of mind throughout