Overview
Products & investments
Pension Flexible Investment and Retirement Solutions Standard Life Smoothed Return Pension Fund Standard Life Guaranteed Lifetime Income plan Taking retirement income ISA Investment Accounts Pension Trustee, Company and Trust accounts Cash The Canada Life International Bond Utmost Wealth Solutions − offshore bond products
Products
Products
Pension Flexible Investment and Retirement Solutions Standard Life Smoothed Return Pension Fund Standard Life Guaranteed Lifetime Income plan Taking retirement income ISA Investment Accounts Pension Trustee, Company and Trust accounts Cash The Canada Life International Bond Utmost Wealth Solutions − offshore bond products
Investments
Technical resources
Solving the retirement income conundrum events Tax planning opportunities for 2025/26 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
Technical hub Retirement income Regulation, due diligence and compliance Training support
Technical matters
Technical matters
Solving the retirement income conundrum events Tax planning opportunities for 2025/26 Replacement of the lifetime allowance Retirement Income Pension Forum The Platform Clinic Pension, retirement and tax planning Pensions tax relief and annual allowances The beneficiaries flexi-access drawdown conundrum Retirement and pensions training Personal tax and trust planning training
More support
Paraplanner technical hub
Paraplanner technical hub
Technical hub Retirement income Regulation, due diligence and compliance Training support
Doing business with us
Here you’ll find all the information you need in order to do business with Fidelity, including due diligence materials to support you decision-making process and disclosure material for using with your clients.
Firm Details
The 'Firm Details’ page enables you to access all the information we have on your firm. If you are logging in using your firm’s head Unique Agency Number (UAN), you can view and select all sub UANs within your current agency structure with Fidelity.
You will be able to view the following:
- LEI (Legal Entity Identifier)
- Head UAN (Unique Agency Number)
- Network firm details
- Contact details
- Bank details
- Firm administrator details
Create a sub-agency
From the Firm Details page, firm administrators logging in from a firm’s head UAN can easily create a new sub-agency within the existing structure of the firm.
When creating a sub-agency, the sub-agency's address details must be confirmed; however, these will be pre-populated with the head agency's address, which can be amended.
Additionally, we require the contact details for the sub-agency and the details of a firm administrator you wish to set up.
Once your request has been submitted, the firm administrator you have created will receive emails confirming the new agency number, the username, and a temporary PIN.
Frequently asked questions
No, adviser fee payments will be paid to the bank account associated with the head Unique Agency Number (UAN).
No, to create this sub-agency please go to Register to use our services.
This PIN will expire after 24 hours.
If the firm details page doesn’t show a Legal Entity Identifier (LEI), it might suggest that your firm has not yet applied for or acquired one. An LEI is only necessary when investing in reportable assets, such as brokerage assets.
If your firm has other UANs, it’s most likely that you are not logging in from the head Unique Agency Number (UAN).
This means you are either not logging in from the head Unique Agency Number (UAN) and/or you are not the firm administrator.