Ways you can work with us
Register with a Unipass Digital Certificate
The easiest way to register is with a Unipass Digital Certificate. It's safe, secure and easy to use. You don't need any passwords - just one certificate gives you access to a multitude of financial service sites. It's free of charge to UK financial advisers and support staff, and there are other benefits too.
- Follow the simple online application on the Unipass website.
- Your new Unipass certificate is usually available within 1-2 working days.
- Once you get your Unipass (or if you already have a Unipass certificate) you just need to login and answer a couple of security questions to access our Online Services.
Need help? Read our Unipass FAQs
Registering with user name and password
Registering online is a four-step process, and in most cases can be completed with no need for written forms and signatures.
- Provide regulatory details.
- Input user details.
- Create a unique security profile.
Need help? Read our Registration FAQs
Information about Agency Registration
Agency Registration is available to Directly Authorised Financial Services Firms based in the UK Mainland. Firms writing business on behalf of a Network should contact their Network because a trading relationship is likely to have been established with Scottish Widows and Clerical Medical on your behalf.