General Agency Contracting Requirements
Please contact us to inquire on our contracting requirements to distribute our products.
If you are a broker and would like to offer Standard Life products to your clients, please contact your general agent or dealer.
- Québec and Atlantic provinces contracting@standardlife.ca
- Ontario central.contracting@standardlife.ca
- Alberta, British Columbia,
Manitoba and Saskatchewan western.contracting@standardlife.ca
Administrative Guidelines
for Insurance and Insured Money Products
This section provides you with quick access to the following administrative guidelines:
- Summary - New Business Guidelines
- The new business guidelines are available as short summary (How To) pages that present you with the basics on what applications to use and which additional forms may be required.
- Detailed - New Business Guidelines
- Also available are detailed new business guidelines that provide sales offices with in depth procedures on the completion of applications and the submission of documentation. Information is also provided on other subjects such as RRSP and Investment Loans, FBPS Direct Deposit Service, Manitoba Prescribed Transfer of Funds, etc.
- Detailed Servicing Guidelines
- The detailed servicing guidelines give in-depth procedures for sales offices on the servicing requirements, completion of forms and submission of documentation.
