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eData Services

If you are a registered user of our adviser extranet, you can also take advantage of our range of eData services. These services could enhance the service you offer, saving you significant time and administrative effort.

What are eData services?

eData services create a link between our systems and yours. You are in control of the information you’d like to receive, ready to import seamlessly into your back office records.

We work with the major back office system providers, portals and industry standards body Origo to ensure that our data is compatible with your system. This means that there’s an eData package that’s right for you, no matter what size your business is.

What are the benefits of eData services?

You can ‘pick and mix’ from our range of eData services, but they are most powerful when used in conjunction with each other. They are designed to complement our extranet services that allow you to drill down into a wealth of detail when you need further information.

The benefits of eData services include:

• Less time spent on unprofitable administration and more time to spend with clients

• Cut costs and streamline your processes through more efficient data handling

• Meet some of your TCF requirements by keeping your clients informed post-sale

• Improve the accuracy of your processes by reducing the need for manual data input

• Reconcile commission statements quickly and accurately

• Access to the most up-to-date information that Friends Provident has on your clients

What eData services are available?

The following eData services are available:

By using any of the Friends Provident eData Services you will be accepting the Terms and Conditions of use and the Origo Standard Legal Framework Agreement  (PDF opens in new window) between Friends Provident and yourselves.

Want to know more?

If you’d like to know more about the eData services we offer, you can contact our eAdoption team by completing this simple enquiry form.