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Unipass Letter of Authority

Unipass Letter of Authority

Join the Letter of Authority Revolution

Unipass Letter of Authority (ULoA) is a flexible, secure, digital service, which solves the issues experienced between advisers, providers and platforms in sending and receiving letters of authority.

We've designed our service with input from advisers, platforms and providers in our user group. They have provided invaluable feedback during the build to make the service easy to use.

Discover the benefits of Unipass Letter of Authority:

Save time and money

  • A one-stop-shop for LoAs
  • One, standardised information request form, which can be sent to all providers and platforms
  • No more use of unsecure email, risking client data
  • Find out the status of your LoA in real-time
  • Receive client information in fulfilment packs through the service

Reduce your carbon footprint

No more post

No more stamps

No more printing

Data Security and GDPR Compliance

  • Built with Unipass at its core, Unipass Letter of Authority is trustworthy and secure. Whether you're working from home or in the office, it's safer for you and safer for your clients
  • Use your current process, but smarter. Upload and receive your requests digitally and securely
  • Our solution is GDPR compliant and will keep client data secure

We’ve listened to the industry and have built this service to revolutionise the LoA process. Now it's time for advisers, providers and platforms to sign up and start saving time and money today with Unipass Letter of Authority.

Quick steps to get started

  1. If you don't have one already, get yourself a Unipass Identity, for free.
  2. Register your organisation on Unipass Letter of Authority.
  3. Send your first Letter of Authority through our service and start saving time and money. To help with your first request, watch our short video guide below.

Read our research

Welcoming New Clients to Financial Planning, a whitepaper produced in association with NextWealth, investigates the time-consuming process of onboarding new clients and the issues faced by advisers, providers and platforms. Discover the findings here.

Already a Unipass Letter of Authority user?

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