Submit applications using DocuSign
Once registered to our platform you can start submitting new business applications
Register for our DocuSign platform
If you do not have a electronic signature solution in place, you can register and use the Standard Life DocuSign service to submit applications to Standard Life. There is no cost to advisers or customers for this service.
- Provide your email address, full name and company name to salessupportroi@standardlife.ie
- We’ll send you an activation link along with a password
- Click the enclosed link to activate your account
Click here for a full Step-by-Step guide to registering and submitting new business to Standard Life with DocuSign
How Electronic Signatures can help your business
Many financial institutions across the world have adopted electronic signature services for enhanced security, fraud protection, speed and convenience.
Clients understand that electronic signatures are a safer alternative to traditional signing. They’ve been quick to embrace the added security and convenience of the paperless service.
Standard Life accepts new business applications via DocuSign and other electronic signature services.
Improved customer experience and ease of use: More and more clients are familiar with signing forms online and want to avoid the hassle of printing, signing, and returning physical documents.
Speed: Documents can be completed and signed by all parties in minutes. This is especially useful when working with customers remotely.
Accuracy: Any incomplete fields are highlighted during the process. This means fewer documents need to be returned due to missing or incorrect information.
Efficiency: Signing documents online means less time spent on administrative tasks for you and your team. No printing, posting or couriering documents.
Security: Electronic Signatures are legally binding in Ireland under the Electronic Commerce Act 2000. Standard Life accepts electronic signatures which at minimum meet the Simple Electronic Signature standard (SES). This means that we accept signatures from Nitro, HelloSign, PandaDoc, SignNow, Adobe Sign and more. The same anti-money laundering rules apply to online applications as apply to physical application forms.
Visibility: Since the documentation and signatures are online, you can see who has signed and who is yet to sign any document. A full audit trail from start to finish is included by way of a Certification of Completion.
DocuSign How it works
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How to use your own electronic signature service
To use your existing electronic signature service, ensure that it includes a Certificate of Completion. Send your signed documentation including the Certificate of Completion along with any AML documents that may be required to the relevant email address below:
An electronic signature that allows documents to be signed legally via digital means.
Electronic signature software providers, such as DocuSign, make it easy to electronically sign documents. They provide an interface for sending and signing documents online and ensuring that a clear audit trail for the signatures is recorded.
Standard Life accepts electronic signatures on all new business applications via Standard Life Docusign.
Standard Life accepts electronic signatures generated by any software which meets the required minimum SES (Simple Electronic Signature) security level. Nitro pro, Adobe sign , DocuSign and others. Instructions received must be accompanied by a “Certificate of Completion” to show the full audit trail of the form.
If you are using your own platform we will accept:
- New business applications
- Trade SLIP fund request
- Top up requests
- Request a regular withdrawal
- Full and part surrender
- Settle my retirement benefits
- Transfer to other provider requests
- Add third party authority
- Transfer to another adviser
- ID / proof of address certified by e-signature
The simple electronic signature (SES) proves the acceptance or approval of the signer by using some type of certificate. The eIDAS Regulation explains that an electronic signature is “any method an individual uses to ‘sign’ an electronic document". SES is the minimum level of signature that Standard Life accepts.
Yes, there is no change to how paper applications are submitted and processed.
Read about some of the benefits for advisors and customers on the Electonic Signature tab. Ireland has recognised electronic signatures since 2000, with the Electronic Commerce Act, and now adheres to regulations set by eIDAS which came into play July 2016. For more information see the DocuSign guide on legality of electonic signatures
The Certificate of Completion is created during each signing process and provides a permanent audit trail of each sender, signer, approver, or recipient of the form.
