How to register multiple firms 

If you manage multiple firms (including large networks with 50+ firms), you can register them using our Bulk Registration Request Template. 

  • Step 1: Download and complete the template

    Important - all firms in your bulk submission must be signed up to the same back-office providers.
     

  • Step 2: Email us your completed template

    Once we receive your file we'll start processing your registration. Within a few days, we'll begin sending valuation files to your selected back-office providers.

Important: All firms in your bulk submission must be signed up to the same back-office providers. We currently support several providers via Origo integration, however, we will be rolling out to many other back-office providers over the next few months.

Need Help? 

If you have any questions about completing the template or the registration process, please contact us at sales_ecommerce@standardlife.com.

Money invested is at risk.  Tax may change in the future.

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