Unipass Letter of Authority
Update: Development and testing of our new service, Unipass Letter of Authority (ULoA) is on schedule, enabling industry providers and platforms to begin onboarding from 23 November 2020. The first provider is now going through the onboarding process.
As more providers come on board we will open up the service to advice and wealth management firms, so the industry can start benefiting from this new service.
About ULoA:
Discover a flexible, secure, digital approach with Unipass Letter of Authority.
With ULoA, advisers and providers can serve clients in a slick, faster, and more secure way.
Instead of paying for post and waiting on deliveries, spend more time focusing on what matters: giving new clients 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
Get started with ULoA
Before you start, make sure you've got a Unipass Identity, you'll need one to use ULoA. If you don't, you can apply here for free.
Important notice: If your organisation is not yet set up, you'll be able to register for ULoA and you'll be set up as your organisation's ULoA Administrator. If you think there’s someone more appropriate in your organisation to fulfil this role, please send them to this page where they can click 'Login / Register' below to get started.
If your organisation is already set up on ULoA, your organisation's ULoA Administrator(s) will need to add you as a user.
Already a ULoA user:
“The ULoA service really helps standardise the request and responses data items and structure across the industry and this helps to simplify the processing for providers which should result in faster response times to requests.”
Stuart Hornblower, Liverpool Victoria (LV=)
How does it work?
- A smooth start
Get approval from your client securely and digitally
- Make requests digitally
Request and receive client policy details from providers through our secure online portal
- Handle paperwork online
Make changes digitally and with more visibility on progress throughout the process
- Receive client information
Client documents can be shared by the providers confidentially and efficiently
If you are an adviser, or work for an adviser firm, you can download our brochureware for more information on the service here.
If you work for a provider, you can download ULoA brochureware that's relevant to you here.