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Accreditation ISA GIA

The awards for 2024 for organisations in this SLA Group are as follows:

ISA/GIA

Gold Accreditations

ISAGIA 2024 Gold
abrdn
ISAGIA 2024 Gold
Aegon UK
ISAGIA 2024 Gold
Elevate Portfolio Services
ISAGIA 2024 Gold
Janus Henderson Investors
ISAGIA 2024 Gold
Liontrust Fund Partners
ISAGIA 2024 Gold
M&G Securities
ISAGIA 2024 Gold
Prudential
ISAGIA 2024 Gold
Quilter Investment Platform
ISAGIA 2024 Gold
Rathbones Asset Management Limited
ISAGIA 2024 Gold
Wealthtime

Silver Accreditations

ISAGIA 2024 Silver
Fidelity International
ISAGIA 2024 Silver
Hargreaves Lansdown
ISAGIA 2024 Silver
Nutmeg Saving & Investment
ISAGIA 2024 Silver
Parmenion Capital Partners
ISAGIA 2024 Silver
Standard Life Savings Wrap & Fundzone
ISAGIA 2024 Silver
Wealthtime Classic

Bronze Accreditations

ISAGIA 2024 Bronze
Aviva Life Services
ISAGIA 2024 Bronze
Equiniti Financial Services

If you have any questions about these accreditations, please view our frequently asked questions or contact enquiries@joinstar.co.uk.

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.