The one-stop shop for managing your firms Agency Accounts. Until now the administration of multiple commission agencies with Product Providers has been a time-consuming, paper intensive exercise for Adviser Firm administration departments. To monitor the progress of the most common set of Agency administration tasks online, the Agency Administration Service gives your firm the ability to submit, and manage using a secure and simple to use service.
An ever-growing number of Product Providers, Service Providers and Networks are
supporting the Agency Administration Service which promises to become the industry
standard for this vital set of tasks that are critical to the operation of all Adviser Firms
• Request Additional Agencies
• Request Agency Closures
• Change of Details
• Changes of Service Provider and Panel Membership
• Change of Bank Account Details
• Attachment Requests
The key principle of the Agency Administration Service is enhanced, secure, two-way, online
communication between all parties involved in a transaction.
You can submit your Agency Administration Requests to multiple Product Providers using a
single online form that eliminates mistakes by checking that the data you have entered is
accurate. You can then monitor the progress of your Requests online as they are received and
processed by the Product Providers. At the same time, any Service Providers that need to be
kept in the loop can also be ‘copied in’.