| Name of online Adviser Service and URL |
www.scottishwidows.co.uk/extranet |
| Where do I start? |
Each user must register with Scottish Widows at: www.scottishwidows.co.uk/extranet
- Select ‘Register’
- Select 'Register'
- Select ‘Register as Financial Adviser’
- Read and accept Terms and Conditions and Commercial and Technical Agreement
- Select 'Register with Unipass' or 'Register without Unipass'
|
| Who can register for Contract Enquiry? |
Any registered individual or a member of their staff |
| Do we have to sign up to any legal documents? |
No wet signature required but online acceptance of our Terms & Conditions and Commercial and Technical agreement for Contract Enquiry is required |
| What information do I need when registering for Contract Enquiry? |
Scottish Widows agency number(s) and your FSA number |
| What approach is taken for Security? |
If selecting to register with UNIPASS, we provide a Customer ID & PIN. We automatically check the UNIPASS revocation list. When registering with a customer ID, we conduct internal checks prior to making "security phone call" to the named person on the registration |
| If I need help who can I call to help me through the registration process? |
Scottish Widows Call Centre: 08457 166747 |
| Once I have registered how long will it be before I can start to use the services? |
Scottish Widows will follow up each registration with a CID & PIN, with a security call. At this point you can also arrange to add additional agency codes to your Customer ID. This will take place within 5 working days of the registration. There is no action for UNIPASS registrations. It takes approximately 15 minutes from registration. |
|
How can I access Contract Enquiry? |
Via Scottish Widows Adviser Extranet, (UNIPASS or CID & PIN), Adviser Office (CID & PIN only) and Intelliflo (UNIPASS only) |
