Build your own branded secure data collection forms

Letters of Authority (LOA)

Our Letters of Authority (LOA) are designed to cover a range of requirements, from “Information Only” letters, through to “Change of Agency” letters and can be customized to fit your requirements.

With the LOA you can:

• Match the LOA branding to your organization
• Embed the LOA into your website
• Email a secure link to your client for LOA completion prior to meetings
• Collect, manage, edit and store all LOA data securely
• Automatically create a bespoke PDF LOA for third party permissions
• Receive bespoke notifications on completion
• Build bespoke reports from collected data
• Export data in multiple formats

A Letter of Authority is a legal document that authorizes a third party, such as an advisor or broker, to correspond with service providers on behalf of clients. The LOA will usually specify the tasks the third party can handle, along with the period for which the LOA is valid.

My FactFind Creator Enquiry

To use our Letters of Authority (LOA) you will need a My FactFind Creator account. My FactFind Creator is a Secure Online Tool for building questionnaires and surveys, with unlimited components, allowing for unlimited responses. With multiple question types including text, numeric, drop-downs, multiple choice, spam protection and much more, it’s easy to create powerful data capture forms using the drag and drop interface.

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