On 2 November 2021 we introduced mandatory identification requirements for all advisers, paraplanners and support staff, in order to have access to BT Panorama.
The type of identification information required for each user includes their:
View the complete list of the required information and acceptable forms of identification.
The application forms used to apply for access to Panorama will have new fields added to them. All new applicants will need to complete these sections, providing the information requested to be registered with a new user ID.
If you use Panorama intermediary access to onboard new users, you can still follow the existing process. We have updated Panorama so that the user will be prompted to provide personal and identification information when they first log in and register, to make the onboarding process as efficient as possible.
| If you have been onboarded via | Then |
|---|---|
| Online - Panorama intermediary desktop Note: this option applies to dealer group agents only |
- Input your personal details into the relevant fields on screen only - There is no need to provide supporting documentation* |
| Manual form – and you give consent for an electronic identity check | - Input your personal details into the relevant sections on the form - Tick the electronic identity check permission box - Send us photocopies of the ID that you used on the access form - When sending us documentation,we recommend using a secured process such as Fileshare or encrypted email. You can learn more about these data protection options here. |
| Manual form – and you do not give consent for an electronic identity check | - Input your personal details into the relevant sections on the form - Send us certified copies of your ID and the access form via post only - refer to the certified ID guide for more information |
Note: if our electronic identity check is not successful, we will contact you to advise that copies of certified ID must be provided.
Where possible, we sourced personal identification information from existing records. For those we couldn’t identify, we requested users via email to send us their ID information for verification. The grace period for unidentified advisers, paraplanners and support staff to provide us their ID ended on 28 February 2022.
Access to Panorama will be blocked until a successful identification verification is completed. To regain access refer here.
Users who need to provide us with copies of their personal identification information can do so in the following ways:
We understand there are instances where we need you to send us sensitive information such as providing your identity details (for example, within the new adviser access form), and where we require you to send in copies of records such as a drivers licence or medicare card. To securely provide client or personal information to BT you should use one of the following methods so that any personal information is protected.