Last updated March 1 2023.

✔ = Full set W = Wraps S = SIPPs C = Collectives P = Pensions B = Bonds WL = Whole of life E = Endowments MF = Manual Bulk File
Providers Valuations
Contract enquiry
Valuations
Bulk valuation
CommPay
CSV / e-Revenue
Transaction history Security
7IM CSV Password
AJ Bell Password
Aegon (Prev Scot Eq) B/P UniPass
Aegon Platform (Prev Cofunds) Password
Aegon Retirement Choices Password
Aviva (Friends Life / AXA then Friends Provident B/P Unipass
Aviva Wrap FCA Number
Bordier & Cie (UK) PLC MF CSV File Upload
Brewin Dolphin CSV Password
Brooks Macdonald CSV Password
Canaccord Genuity WM CSV Adviser Code (Fund Manager Code)
Canada Life B/P CSV Unipass
Canada Life International B CSV Unipass
Cazenove CSV Adviser ID
Elevate - Standard Life FCA Number
Embark Investment Services CSV FCA Number
Fidelity Password
Investec W & I Password
James Hay Password
Kuber Ventures FCA Number
LV=
(e-Revenue is only available for pensions)
S Unipass
Legal & General B/P Unipass
Margetts CSV Password
M&G Platform CSV Password
Novia Password
Novia Global Platform
Nucleus CSV Password
Octopus Investments Advisor Code
Old Mutual Wealth Assurance B/P/C Password
Parmenion CSV Password
Pershing CSV Adviser Code (RSP)
Phoenix Wealth (AXA Wealth) B/P CSV Password
Praemium
Prudential Unipass
Quilter Cheviot CSV Password
Quilter Investment Platform FCA Number
Rathbones MF CSV File Upload
Raymond James CSV IS Code
Royal London (Scottish Life, Provident & Mutual) B/P Unipass
SEI CSV Password
SIPP Centre S CSV Password
Sanlam B/P/C CSV Password
Scottish Widows (CM) B/P Unipass
Scottish Widows (SW) B/P/C/S Unipass
Standard Life B/P/C/S Unipass
Standard Life Wrap W Unipass
Transact CSV Password
Vitality (Prudential Health)
Zurich B/P Unipass
Zurich Intermediary
Platform
W MF File Upload