Participating STAR members are required to provide MI that will form the basis of their accreditation. This will enable STAR to gather information that will help customer transfer journey time expectations to be set.
STAR’s current focus is collecting Initial MI that will provide a view of a firms current performance. This reporting will focus on those transfers that have been initiated “electronically”. “Electronically” is defined as initiated using an electronic messaging set (not, for example by email) at a portfolio level or asset manager transfer instruction.
Further Full MI requirements have been documented that allows the reporting of all in scope transfers, at a level that best reflects an individual organisation’s performance within the Transfer Journey. The STAR Steering Group has agreed a checkpoint in Q1 2022 to consider the Full MI.
These requirements are set out in the following MI documents.
Core MI requirements
Full MI requirements
Change Request Form
Requests for changes to the MI requirements can be submitted using the form below.
Participating STAR members are expected to meet these minimum good practice communication principles, which form part of the supplementary accreditation information.