Unipass Letter of Authority (ULoA), provided by Origo, gives advisers and paraplanners a consistent digital method for submitting and managing Letters of Authority across the UK provider market. The tool addresses a specific operational problem: the variability and administrative burden of requesting client policy information, where firms typically contend with inconsistent formats, manual document handling and unpredictable response times. It is used at the information gathering stage of the advice process, where accurate and timely data retrieval directly affects how quickly a firm can progress a case.

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KEY FUNCTIONALITY

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