Campaigners call on Planners to log LOA stresses
- Thursday, 18 January 2024
- Articles
A group of industry campaigners has called on Financial Planners to estimate the cost of relying on hard copy Letters of Authority (LOA).
Read more...James Hay adds digital Letter of Authority service
- Wednesday, 28 June 2023
- Articles
Adviser platform James Hay has partnered with Origo to launch a Unipass Letter of Authority service.
Read more...Letter of authority delays frustrate Planners
- Tuesday, 20 September 2022
- Articles
Delays in getting responses to letters of authority (LOA) and transfers are causing a headache for Financial Planners who are seeing client engagement levels drop as a result, according to a new report.
Read more...