Members Portal
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Members Portal
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Groups

STAR Groups

The tasks STAR is expected to fulfil in accordance with the delivery and maintenance of the framework created by TRIG include:

  • The establishment and maintenance of a register of firms that have committed to meeting the terms of the TRIG framework.
  • The collection and reporting of management information in relation to firms’ adherence to the framework.
  • The governance, maintenance and development of the framework standards.
  • Liaison and accountability to regulators and other relevant stakeholders.


The CTHS Board remains accountable for this delivery, therefore any decisions that would require a change to those principles may be recommended by the STAR Steering Group but would require approval from the CTHS Board.

If you are a STAR member and would like to get involved with any of the STAR Groups, please get in touch at enquiries@joinstar.co.uk. 

STAR Governance Structure

STAR Working Groups

To create the SLAs, STAR operated four working groups, one in relation to each STAR membership category.

  • ISA / GIA
  • Personal Pension / SIPP / SSAS
  • Occupational Pension
  • Fund Manager / Transfer Agent

The working group objectives were to deliver:

  1. Industry agreed service level target timescales for the transfer/re-registration between proividers of in-scope transfers for each group;
  2. A list of steps where MI should be generated;
  3. Industry agreed standards for customer communication as part of the transfer/ re-registration process.

The outputs from the groups were:

  1. End to end process maps;
  2. Target SLAs;
  3. A list of reportable stop the clock events;
  4. Customer communication best practice standards;
  5. Risks, issues, assumptions, dependencies or change requests raised as required.

As the objectives and deliverables were met, those working groups are now closed.

© 2024 CT Holdings and Services Limited (CTHS), a joint venture between TISA Exchange Limited and Criterion Tec Limited.

All rights reserved. Company number: 11700872.

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.