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Accreditation History

Accreditation 2022

Product Gold Silver Bronze
ISA/GIA Aegon UK
Henderson Investment Funds Ltd
Morningstar Wealth Administration Limited
Rathbone Unit Trust Management Limited
Nucleus Financial Services Limited
Parmenion Capital Partners LLP
Wealthtime Classic
Aviva Life Services UK Limited
Nutmeg Saving & Investment Limited
Personal Pension, SIPP and SSAS Aegon UK
Legal & General
Nucleus Financial Services Limited
Parmenion Capital Partners LLP
Standard Life
Wealthtime Classic
Zurich Assurance Limited
Aviva Life Services UK Limited
James Hay Administration Company
Phoenix Life Limited
Vanguard
Occupational Pensions Standard Life Legal & General Aegon UK
Nest Corporation
Phoenix Life Limited
Asset Manger Henderson Investment Funds Limited
J O Hambro Capital Management Ltd
T. Rowe Price UK Limited
Vanguard

Accreditation 2023

Product Gold Silver Bronze
ISA/GIA abrdn
Aegon UK
Elevate Portfolio Services Ltd
Hargreaves Lansdown
Janus Henderson Investors
Liontrust Fund Partners
M&G Securities Limited
Morningstar Wealth Administration
Prudential
Rathbone Unit Trust Management
Standard Life Savings Wrap & Fundzone
Fidelity International
Nucleus Financial Services
Nutmeg Saving & Investment
Parmenion Capital Partners
Quilter Investment Platform
Wealthtime Classic
Aviva Life Services
Equiniti Financial Services
Personal Pension, SIPP and SSAS Fidelity International (Pensions)
Hargreaves Lansdown
Seven Investment Management
Wealthtime Classic
Aegon UK
Legal & General
Nucleus Financial Services
Parmenion Capital Partners
Quilter Life & Pensions
ReAssure
Standard Life
Zurich Assurance
Aviva Life Services UK
James Hay Administration
Phoenix Life
Prudential
Vanguard
Occupational Pensions Legal & General
Prudential
Standard Life
Aegon UK
Nest Corporation
Phoenix Life
Asset Manger abrdn
Baillie Gifford
J O Hambro Capital Management
Janus Henderson Investors
Jupiter
M&G Securities Limited
Ninety One
Royal London
T. Rowe Price
Vanguard

SERVICING AGREEMENT

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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.
2a. CHOOSE YOUR BRAND
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.
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).
2b.
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).
2c.
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).
2d.
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).
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.
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.

Application submitted successfully

Thank you for applying to join the STAR accreditation scheme. We will endeavour to respond as soon as possible using the contact information you’ve provided to us.