We’ve now delivered the capability to support documents signed using approved e-signature solutions on our Wrap and Elevate platforms. E-signatures can be used on our most frequently used documents, including new business and client instructions.

Please view our quick guides for details on the documents where we will accept e-signatures.

At present the only provider we are accepting e-signatures from is DocuSign.

Wrap quick guide

Elevate quick guide


There are currently two types of e-signatures which Standard Life will accept:

  • AdobeSign
  • Advicefront
  • DocuSign
  • HelloSign
  • legalesign
  • NitroSign
  • Virtual Cabinet

You should upload instructions with an e-signature to the client document library on the platform*. Once the document is uploaded to the client document library please send us an email to the relevant mailbox.

Once the document is uploaded to the client document library please send us an email to the relevant mailbox.

Get help with Wrap servicing

Get help with Elevate servicing 

 

Please note some exceptions:

  • For any International Portfolio Bond applications we require Anti Money Laundering Verification (on step one of the new client process), Source of Wealth and Declaration of Residency (this document must be posted to us)
  • For Defined Benefit Transfers, we require original documents and wet client signatures, please continue to send by post. However, in the event that you are sending the documentation less than 5 working days before the client’s guarantee date, by exception, we’ll initially accept the application to wrap_nb@standardlife.com. The original documents and wet signature must follow by post
  • For ISA and Personal Portfolio Transfers where the transferring company has not signed up to electronic transfers, e.g. some equity transfers and offshore funds

Please retain original copies with wet signatures as we may need to review originals at a future date.

Please remember that email is not a secure form of communication so you should not send personal or sensitive information including scanned documents.

Related help topics