Click on the following links to register for Scottish Widows Bank Savings and Mortgages eServices.
Benefits of registering
Registration is simple and easy to complete. When using Unipass there is no need for written forms and signatures. By registering with Scottish Widows you can access our eServices, giving you the ability to
- Access secure tools such as Portfolio Architect and With-Profits-Analyser
- Create online illustrations which pre-populate application forms
- Online share dealing and fund switching
- Link to back offices and set up EDI commission statements
- Change client details
- eServices for new business and existing business
Before you register
Important information about Scottish Widows and Clerical Medical Agency Agreements
- Scottish Widows and Clerical Medical Investment Group Limited are separate legal entities, and to take advantage of our full combined range of eServices you'll need to make sure your agency is registered with both companies
- Onshore and Offshore Bonds are provided by Clerical Medical Investment Group Limited and CMI Insurance Company Limited. In order to carry out online transactions for these products you will need to secure an Agency Agreement with Clerical Medical Investment Group. All communications and information relating to your bond will come from Scottish Widows
Visit the Agency set-up page, where the Adviserwise Registration Service is fully explained.
How to register
To register using Unipass or to set up a user name and password, click on the links below.
