FinPlan Commission Providers

The table below provides a list of providers and their delivery methods for commission statements.

The table is up to date as of March 2017.

Where a provider is shown as providing ‘EDI’, this means that commission statements are in the industry-standard EDI format and can be posted automatically to the FinPlan system without the requirement for any user intervention.

Where ‘CSV’ is indicated, the provider offers statement data in an electronic format, usually available to download from their portal or delivered to a nominated email address. These files can be imported to FinPlan. Guidance notes for this process are available from https://www.bluecoatsoftware.com/docs/commission_import.pdf

Where ‘Manual’ is indicated, the provider has confirmed that there is currently no electronic format for the statement available and the statement details need to be manually keyed into the system for processing.

Where we have not yet received confirmation from the Provider as to their current service offering, the entry is blank.

As a cost option, Bluecoat Software offers a commission processing service that includes the manual processing of commission statements. Details are available on request.

Commission providers

Provider/Lender NameStatements
AberdeenCSV
AIGCSV
AldermoreManual
Architas CSV
Artimis CSV
AscentricCSV
Aviva Investors UK Funds LimitedEDI
Aviva Life & PensionsEDI
Aviva Wrap EDI
Axa Investment Managers CSV
Axa WealthEDI
Berkely AlexanderManual
Birmingham MidshiresManual
Bright Grey CSV
Brooks Macdonald
Canada Life
Chorley
Clerical Medical/ Scottish WidowsEDI
Clydesdale
CofundsCSV
Coventry
Elevate (Standard Life) EDI
Fidelity Funds Network CSV
Friends Life EDI
Friends Life (BUPA)EDI
Friends ProvidentEDI
Halifax
HendersonManual
HendersonCSV
Invesco Perpetual CSV
Investec Bank CSV
J.P. MorganCSV
Jupiter Manual
Kensington
Leeds Building Society
Legal & GeneralEDI
Lion TrustCSV
LV=EDI
M&GCSV
Met LifeCSV
Nationwide
NoviaEDI
Norwich UnionEDI
Nucleus
OctopusCSV
Old Mutual WealthEDI
ParmenionCSV
Payment Shield CSV
Phoenix
PMS
Precise
Prudential EDI
Prudential Health EDI
Royal London (Scottish Life)EDI
SantanderManual
SchroderCSV
Scottish EquitableEDI
Scottish LifeEDI
Scottish Mutual Assurance LimitedEDI
Scottish Provident
Scottish WidowsEDI
Skandia MultiFUNDS Assurance LimitedEDI
Skipton
Standard LifeEDI
Standard Life InvestmentsCSV
Sterling ISA ManagersEDI
Synergy/NDF
Transact CSV
Unum
Vernon Building Society
Virgin
VitalityCSV
Wealthtime CSV
Westerby Trustee Services Limited Manual
Woolwich/Barclays
ZurichEDI

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