| Name of online Adviser Service and URL |
https://online.standardlife.com/intermediaryfirmaccess/html/firm_registration_index.htm |
| Where do I start? |
Obtain a Unipass Digital Certificate at www.unipass.co.uk and register with Standard Life by selecting the Standard Life link from within your back office software system or type in the above URL. |
| Who can register for Contract Enquiry? |
Anyone within the advisers firm can register to use Contract Enquiry. Only one person in an adviser’s office needs to register in order for all staff to access Contract Enquiry.Note the person that registers should have a digital certificate. |
| Do we have to sign up to any legal documents? |
Yes both the Origo Standard Legal Framework Services Agreement and Standard Life’s Commercial and Technical Agreement. |
| What information do I need when registering for Contract Enquiry? |
Unipass Firm ID, Co Name, Title, Forename, Surname, IFA Network, SL Agency Code, Postcode, SL Area Office, Tel No, e-mail address and then accept online the Legal Agreements. |
| What approach is taken for Security? |
Unipass Digital Certificate |
| If I need help who can I call to help me through the registration process? |
Own Back Office ProviderContract Enquiry Helpdesk 0845 60 60 036e-mail: contractenquiry_helpdesk@standardlife.com |
| Once I have registered how long will it be before I can start to use the services? |
Access is immediate and the Prinicipal will receive a letter informing them that their firm has registered for Contract Enquiry. |
| How can I access Contract Enquiry? |
Contract Enquiry can be accessed through the major back office software systems. |
