Financial technology firm Origo has revealed it is extending its Unipass Letter of Authority (ULoA) service giving providers and platforms three ways to use the service in a bed to help to speed up their service to advisers.
Providers and platforms wanting to use the Unipass Letter of Authority (ULoA) service can now complete Origo's digital form, upload their own Letters of Authority pack, or link to their own system, the firm said. A Letter of Authority is a legal document, signed by the policyholder (the client), which allows their adviser (a third party) to correspond with providers on their behalf. Origo said ULoA increases productivity by improving fulfilment, approval and turnaround time, as well as keeping client confidential data safe and GDPR compliant in its online portal. Information is see...
To continue reading this article...
Join Professional Adviser for free
- Unlimited access to real-time news, industry insights and market intelligence
- Stay ahead of the curve with spotlights on emerging trends and technologies
- Receive breaking news stories straight to your inbox in the daily newsletters
- Make smart business decisions with the latest developments in regulation, investing retirement and protection
- Members-only access to the editor’s weekly Friday commentary
- Be the first to hear about our events and awards programmes