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 most back-office providers, with a small number of additional providers due to be added 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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