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SERVICING AGREEMENT
A problem was detected in the following Form. Submitting it could result in errors. Please contact the site administrator.
1. APPLICANT COVERED BY THIS REGISTRATION.
Please note this registration will not be processed if Step 1 has not been completed.
If your organisation is acting only as an affiliate, you do not need to complete Step 2.
Name of corporate group
Company number
Registered address
2a. CHOOSE YOUR BRAND
Brand SLA group
Please select…
ISA / GIA
Personal Pension, SIPP and SSAS
Occupational Pension
Asset Manager / Transfer Agent
Brand name
Will a third party be submitting MI on the behalf of this brand?
Please select…
Yes
No
If Yes please name the third party
STAR manages the administration of third-party access to the portal, rather than the member firm. This allows for a smoother transition for the member firm and allowing immediate access to the supplier to submit MI on their behalf. STAR will hold an approved list of users per supplier, which will be allocated to your account at the point of registration. This ensures each ‘external’ user has the same access across all their client accounts. Supplier access is restricted and they do not have any ability to see any company information for any client other than what they submit on your behalf. You as the member control access for any other users within your organisation. We will include a more detailed description about the user access on your welcome email and it is clearly defined as part of the User Guide.
Is this brand a TeX Member? If yes please provide your membership details.
STAR RELATIONSHIP MANAGER FOR FIRST BRAND
This person will be the main contact for all notices and other formal communications under this agreement and will be responsible for the administration of the members portal access (including without limitation the providing, updating and removing of authorised User access to the portal during the Term).
Relationship manager name
Email
Job title
Telephone number
Do you wish to register another brand?
Please select…
Yes
No
2b.
Brand SLA group
Please select…
ISA / GIA
Personal Pension, SIPP and SSAS
Occupational Pension
Asset Manager / Transfer Agent
Brand name
Will a third party be submitting MI on the behalf of this brand?
Please select…
Yes
No
If Yes please name the third party
Is this brand a TeX Member? If yes please provide your membership details.
STAR RELATIONSHIP MANAGER FOR THE SECOND BRAND
This person will be the main contact for all notices and other formal communications under this agreement and will be responsible for the administration of the members portal access (including without limitation the providing, updating and removing of authorised User access to the portal during the Term).
Will this be the same relationship manager as your first brand?
Please select…
Yes
No
Relationship manager name for second brand
Email
Job title
Telephone number
Do you wish to register another brand?
Please select…
Yes
No
2c.
Brand SLA group
Please select…
ISA / GIA
Personal Pension, SIPP and SSAS
Occupational Pension
Asset Manager / Transfer Agent
Brand name
Will a third party be submitting MI on the behalf of this brand?
Please select…
Yes
No
If Yes please name the third party
Is this brand a TeX Member? If yes please provide your membership details.
STAR RELATIONSHIP MANAGER FOR THE THIRD BRAND
This person will be the main contact for all notices and other formal communications under this agreement and will be responsible for the administration of the members portal access (including without limitation the providing, updating and removing of authorised User access to the portal during the Term).
Will this be the same relationship manager as a brand above?
Please select…
2a. First brand
2b. Second brand
New Person
Relationship manager name for third brand
Email
Job title
Telephone number
Do you wish to register another brand?
Please select…
Yes
No
2d.
Brand SLA group
Please select…
ISA / GIA
Personal Pension, SIPP and SSAS
Occupational Pension
Asset Manager / Transfer Agent
Brand name
Will a third party be submitting MI on the behalf of this brand?
Please select…
Yes
No
If Yes please name the third party
Is this brand a TeX Member? If yes please provide your membership details.
STAR RELATIONSHIP MANAGER FOR THE FOURTH BRAND
This person will be the main contact for all notices and other formal communications under this agreement and will be responsible for the administration of the members portal access (including without limitation the providing, updating and removing of authorised User access to the portal during the Term).
Will this be the same relationship manager as a brand above?
Please select…
2a. First brand
2b. Second brand
2c. Third brand
New Person
Relationship manager name for fourth brand
Email
Job title
Telephone number
3. INVOICE INFORMATION
Invoices are sent by email as standard, if a printed invoice is required please note the address and your requirements in the additional information section.
For the attention of
Email
Purchase Order number
VAT number
Additional information
4. DECLARATION
Before we can process your Brand Registration a STAR Servicing Agreement needs to be signed. Your signatory must be duly authorised for and on behalf of the organisation named in this application.
We only require one signed STAR Servicing Agreement which will cover all brands that you wish to register. Upon completion of this form we will check our records to ensure an agreement hasn't already been signed, if so a new contract will not be sent to your signatory.
STAR will email the servicing contract to the signatory email address (provided below) through our electronic platform Yoti. This declaration must be signed in order for your application to complete, once we receive the signed agreement we will instruct our finance department to issue your invoice.
Name of signatory
Email of signatory
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