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Catch-up on IA’s Transfers Week

Events

Catch-up on IA's Transfers Week

13 September 2021

Thank you to the Investment Association, who hosted its Transfers Week in September.

IA Transfers Week

STAR was delighted to be part of the week and you can catch-up on the discussions through the videos below.

Andrea Konrath, Head of Department for Investment Platforms at the FCA

Andrea provided a keynote speech on the FCA’s assessment of the impact of the regulations, and how investment firms can help achieve their ultimate objective.

Andrew Marker, Head of Retail Pensions, Vanguard and STAR Chair

STAR provided an update on the progress of the initiative and the plans for accreditation of participants on their transfers performance next year.

David Moffat, Chair, TeX

David provided his insights on the reaction of the wider funds industry to the rules and the importance of electronic transfer messaging.

Nina Jones, Head of Adviser Experience, FundsNetwork and Danny Wynn, Head of Platform Operations, Fidelity

Nina and Danny provided an overview of Fidelity’s experience since the rules came into effect, as a platform and fund manager.

Enrique Rica-Escuder, Product Management Director, Calastone

Enrique provided Calastone’s view on the automation solutions already available and the obstacles that prevent a full market take up.

Simon Swords, Managing Director, Fundipedia and John Allan, Investment Association

Simon and John provided a demo of the IA Common Shareclass Register powered by Fundipedia, a new and improved platform for the CSR which helps facilitate conversions.

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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.

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