Origo launches RDR compliant change of authority form

Author: Helen Morrissey
Retirement Planner | 14 Dec 2012 | 15:56

Categories: Better Business

Topics: Origo| RDR


Origo has launched a new RDR compliant dual-purpose Change of Authority (COA) form, and is set to roll out a signature-less COA process early in the New Year.

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 process, reduce the risk of errors and ensure platforms and providers get all the required client/adviser information in one go.

The new CoA form will replace the current version from 1 January 2013 and is now available via the Agency Administration Services section of the Origo website: https://agencyadmin.origoservices.com

Origo managing director Paul Pettitt said: "This new RDR compliant dual CoA/LoA form will help advisers both further speed up the process and reduce the admin burden for themselves and their clients.

"This will be further enhanced by the availability of the new signature-less CoA/LoA process, which will help do away with the time consuming need for a wet signature from the client on paper in order to effect an agency change, in turn making make life a lot easier for platforms, providers and advisers alike."

More from retirement planner

Related briefings

Recommended reading



  • Comments
  • Print
  • RSS
  • Share
blog comments powered by Disqus

Related articles

Most Read

Audio / Visual

Coffee Lounge

Who picked up the gongs this year?

Protected Product Review Awards 2013

Who picked up the gongs this year?

Advisers and providers gathered at the Grand Connaught Rooms in London on 20 November to celebrate the ingenuity and the graft displayed in the protected product arena throughout the last 12 months. These awards are growing in popularity every year, and our congratulations go to the winners and highly commended.


event logo

Retirement Planner Forum & Awards 2014

06 Jun 2014 - 06 Jun 2014

London, UK

event logo

International Fund & Product Awards 2014

16 Jun 2014 - 16 Jun 2014

London, UK

event logo

COVER Breakfast Briefings

26 Jun 2014 - 26 Jun 2014

London, UK


Sponsored video


Do you believe the insurance industry can deliver the Chancellor's "retirement advice for all" pledge?