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

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

Brand name

Will a third party be submitting MI on the behalf of this brand?

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

Job title

Telephone number

Do you wish to register another brand?

2b.

Brand SLA group

Brand name

Will a third party be submitting MI on the behalf of this brand?

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

Will this be the same relationship manager as your first brand?

Relationship manager name for second brand

Job title

Telephone number

Do you wish to register another brand?

2c.

Brand SLA group

Brand name

Will a third party be submitting MI on the behalf of this brand?

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

Will this be the same relationship manager as a brand above?

Relationship manager name for third brand

Job title

Telephone number

Do you wish to register another brand?

2d.

Brand SLA group

Brand name

Will a third party be submitting MI on the behalf of this brand?

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

Will this be the same relationship manager as a brand above?

Relationship manager name for fourth brand

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

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

I have read and agree to the Privacy Policy

I am happy to receive updates from STAR

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.