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Please contact the Agency Administrator at your company if you require
Agency Administration is for directly authorised adviser firms, service providers, networks and their members to assist with creating and maintaining agency accounts.
The Agency Administration service provides the quickest and easiest way of submitting changes to a multitude of product providers in one pass. It saves you time, cuts out mistakes and gives you access to the best service levels providers have to offer.
Through the Agency Administration service you can manage:
Click here to register your firm for the Agency Administration service.
Please note: you must be your firm's Unipass Controller to complete the registration process.
In order to access the Agency Administration system, you must identify yourself using a Unipass certificate
Click here to apply for a Unipass Identity.
Product Provider users can log in by clicking here.
The RDR compliant Transfers and Novations can be downloaded by clicking here
Please click on the appropriate link below:
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