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 Dynamic Planner 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.

  • Register for online services

    You need to log in to our online services to use Client View. If you're not yet registered, you can sign up in just a few simple steps.

    If you need any help registering, please call our helpdesk on 0345 60 60 036. Call charges will vary.

  • Service directory

    Get access to all the services we offer and quickly find the support you need in our simple service directory.

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

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