Approved e-signature providers
Your clients' security is vital. That's why we only accept e-signatures from providers that operate within eIDAS (the regulation on electronic identification and trust services) and comply with the Electronic Communications Act 2000.
The eIDAS regulation sets standards that e-signatures must meet in order to be legally valid.
We'll accept advanced, qualified and standard e-signatures from this list of approved providers:
- Adobe Sign
- DocuSign
- HelloSign
- Nitro Sign
- OneSpan Sign
- PandaDoc
- Scrive
- SignNow
- Zoho
We are not party to the licence with the approved e-signature solution provider – so you'll need to use your own licence.
You are accountable for conducting appropriate due diligence on any third parties you work with. This is to ensure the security and privacy of your clients' data is in line with your regulatory and statutory obligations and it applies equally to e-signature providers.
If there are other e-signature providers you’d like us to consider, that are not listed above, then please contact sl_distribution@standardlife.com and we’ll get back to you.
How to submit an instruction using an e-signature
The way you and your clients' sign our forms may have evolved to enable the use of e-signatures but the process of submitting them remains the same.
Once our forms are completed and e-signed, please return them to the relevant mailboxes detailed below.
Documents we'll accept by e-signature
|
Document name |
Document code |
Where to submit e-signed forms |
|---|---|---|
|
AMPP - Application form for transfer, single and regular payments – adviser charging |
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|
SIPP - Application form for transfer, single and regular payments – adviser charging |
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SIPP – Income Withdrawal Form |
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|
SIPP – Application Form |
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|
SIPP & GSIPP Instruction for Payment of Death Benefits Form |
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|
Defined Benefit Transfer Form |
||
|
Letter of Authority Form (LOA) |
Individual: service_ppp@standardlife.com Group: |
|
|
Change of Agent Form (COA) |
Individual: service_ppp@standardlife.com Group: |
|
|
Additional payments form Individual & Trust |
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|
Adviser Declaration for Enhanced Discretionary |
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|
Application form for Individual |
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|
Application form for Individual (DIM Investment Only) |
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|
Application form for trust |
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|
Application form for trust (DIM Investment Only) |
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|
Instruction to switch investments and/ or authorise your financial adviser to give investment instruction on your behalf |
||
|
Reg withdrawals or cash in form |
Submitting LOA and COA forms by e-signature
We'll accept your firm’s version of Letter of authority (LOA) or Change of Agent (COA) form as long as it contains all required information and has been electronically signed using one of our approved providers.
We have provided templates should you wish to use or refer to these (document codes COA1 and LOA1 in the table above).
How to register for our DocuSign solutions
(International Bond Only) – All forms from IB31 to IBSUR30 are available
You can register for DocuSign in three simple steps:
- Provide your email address, full name, and company name to new_business_team@slinternational.ie
- Our team will set you up as a user and send you an activation link along with an activation code
- Hit the link to activate your account
Once you've successfully registered, you can simply log in to access DocuSign. You will only have to register once then you can then use this for any future submissions.