Blog


05/09/2018

Agency Services

We make it simple to do business with product providers and platforms with one Agency Registration form

Did you know, as a directly authorised intermediary firm, you must register your details with each product provider and platforms that you wish to do business with? It’s called Agency Registration and all providers require this.

Previously that would have been a huge task – completing numerous and lengthy application forms for each provider so that they know who you are and what you are authorised to sell.

What if you could cut out completing all those forms and submit just one online registration form that can be sent securely to multiple providers?

This is where we can help speed things up allowing you to spend your valuable time on those important client conversations.

Origo news

Whether you’re an individual IFA or a large intermediary firm based in UK Mainland, you can apply for agency registration through the free-to-use service with multiple product providers in one online application. This only exception is, if you’re submitting business as part of a large network, then you’re unable to register as networks will usually have their own trading relationships already set up with providers.

The benefits of using our Agency Registration service

  • Complete one online registration form, which will be validated for errors and can be saved to be worked on at another time.

  • Choose the type of agency structure that suits your business set-up.

  • Submit one application for several participating platforms / providers you wish to set up a trading relationship with.

  • Access the Terms of Business of all participating platforms / providers. These important documents provide more information on doing business with each provider, so you should read these before signing up.

  • The form is submitted quickly, securely and at no extra cost to yourself.

  • Each provider will respond back securely, and your agency could be up and running in a matter of days.

  • And did we mention that it’s all free to use?

Once you’re all set up, making changes to your agency information is easy though our Agency Administration service. This is an online service providing the quickest and easiest way of submitting changes to multiple product providers in one step.

Where to get further information

We’re a Fintech organisation based in Edinburgh and dedicated to improving the operating efficiencies in the UK’s financial services industry. Read more about the services we provide

We have many product providers who already use the Origo Agency Registration online service – Aegon, Aviva, Prudential, Royal London, Standard Life and Scottish Widows to name a few. You can see who’s on board and view each product provider and platform's Standard Terms of Business on our Agency Registration page. 

Email our Agency Registration Helpdesk at agency@origoservices.com if you need any support with registering.

Alternatively, call us on 0871 222 6389 with any questions. We’re open to take your calls from Monday to Friday (9.00am to 5.00pm).



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