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You can now submit new business online for products, with some exceptions where the transferring company require original forms with a wet signature (see detail below).
Step one – Upload copies of the electronically signed documents from our approved provider or scanned documents to the client’s document library on the platform. Please retain original copies with wet signatures, as we may need to review originals at a future date. Full instructions on how to upload documents are below.
For details on the documents where we will accept an e-signature please refer to our Wrap quick guide.
Step two – Once the document is uploaded please send an email to the relevant mailbox from the list below and include:
Please don't email scanned copies of client documents as email is not a secure form of communication.
Please note some exceptions:
All sign up documents for new clients on Wrap (individual and joint) including T&Cs, DDI, transfer forms (excluding DB transfers).
All Trust documents including T&Cs, Declaration by Trustees, Completed Trust Deed, Certified copy of Original Trust Deed, Anti Money Laundering verification and Direct Debit Instruction
ISA Transfer Form and Personal Portfolio Transfer Form for existing clients
SIPP Cash Transfer Form for existing clients
SIPP In Specie Transfer Form, Asset List
Power of Attorney
New Direct Debit Instruction for existing clients
There is no guarantee that any email you send will be received or will not have been tampered with. You should not send personal details by email.
We’ve delivered the capability to support documents signed using approved e-signature solutions. At present the provider we are accepting e-signatures from is DocuSign.
There are currently two types of e-signatures which Standard Life will accept:
This E-signatures – Wrap quick guide outlines the actions you need to take when submitting business with an e-signature and a list of applicable documents.
Please note that the maximum file size is 4MB and the file name must be lower case and must not contain any symbols.
If you have an issue filling in the form, please save a copy to your computer before filling it in. Please also make sure your PDF Reader is up to date.
If you can't upload the form to the client's document library, please check:
If this doesn't work we recommend printing the document and re-scanning it in black and white.