Origo launches RDR compliant change of authority form

Through Origo's Agency Administration Services advisers have been able to use a CoA to securely submit one document to multiple platforms and providers, rather than sending different forms to different organisations. Adviser firms use the CoA form to request the appointment of a new adviser to a client's account. A separate Letter of Authority (LoA) form is used authorising them to request policy information on behalf of the named policyholder. Origo has worked with platforms and providers to create an RDR compliant dual-purpose form covering both processes. This will simplify the pr...