Adviser Knowledge Base

How ULoA works

• ULoA Overview

Accessing ULoA

• Registering your firm with ULoA
• Logging into ULoA

User Maintenance

• How to Mark a “Sent by Email” LOA Request as Complete
• Roles
• Adding/Maintaining a staff member
• How to populate the 'client details' section with ZeroKey
• Teams

Submitting Letters of Authority Through ULoA

• Adviser Checklists
• Step 1 - Adding Client Details
• Step 2 - Add Providers and Policies
• Step 3 - Signatures and Authorisations
• Step 4 - Summary/Review of LOA
• Step 5 - Submitting and Monitoring ULoA requests

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