Valuations - Aviva Platform

Information to setup the valuation service with the provider is detailed below.

For further information, please refer to the valuation user guide.

Provider support telephone

0800 056 2026 

08:30 – 17:30 Monday to Friday

Provider support email 

ecsd@aviva.com

Provider website

Aviva Adviser: Homepage

Service Availability

07:30 – 20:00 Monday to Friday

08:00 - 16:00 Saturday

Access credentials for Pathways

Firm Level

Synaptic Organisation ID

Registration

Send an email to ecsd@aviva.com requesting to be set up for the Synaptic bulk valuation service with the following information: 

  • Company Name
  • FCA Firm Reference Number

Message type

Individual bulk valuation

Fund codes supported

ISIN

SEDOL

Citi codes

Product types

All products held on the Aviva Platform (including SIPPs and Trusts)

Setup guidance

All Accounts request (on platform)

The wrap client reference must be supplied as the contract reference number


Single Account request:

The account reference number must be supplied as the contract reference number 


This version of the service continues to support the legacy wrap customer client reference / account reference but also supports the FNZ wrap account and wrap sub account reference.


The legacy client reference must conform to the following pattern: 

nnnnn OR nnnnnnnnn


The legacy account reference must conform to the following pattern: nnnnn OR nnnnnn


The FNZ wrap account reference must conform to the following pattern: AVnnnnnnn 


The FNZ wrap sub account reference must conform to the following pattern: AVnnnnnnn-nnn


(n=numeric)

Notes

See Aviva section for legacy Friends Life and AXA Heritage plans.