James Hay has teamed up with data tech provider Origo on its Unipass letter of authority (LOA) service in an effort to improve the process for its advisers..
The firm, which is part of Nucleus Financial, said the Unipass service will be live on the James Hay platform on 3 July. The service will allow advisers to track the process, enabling them to keep the client informed as well as providing improved security and GDPR compliance. James Hay has said that using the LOA should help advisers turnaround work more quickly. Nucleus customer and business operations director Steve Knight said: "Origo's digitised solution transforms the current process, providing a faster more client friendly service which in turn allows advisers to spend th...
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