The Standard Life Assurance Company of Canada (Standard Life) relies on insurance advisors to distribute its products. The interaction between advisors and clients projects Standard Life’s image and values.
This compliance section of our website provides information about industry practices that you may find helpful in assessing your sales practices. This section is also a useful reference guide that outlines the minimum standards we expect advisors to adhere to and the values we want to project to clients.
Meeting and exceeding customer expectations is the key to growth in today’s highly competitive marketplace.
We hope that you will find this guide a useful tool for building and maintaining strong customer relationships.
This section of our website provides general information and comments on certain compliance requirements and is not a legal opinion. The information does not address the mutual funds' compliance requirement. The reader should not act solely on the information contained herein.
The term advisor in this website is used to refer to an insurance representative, agent, broker, distributor, producer, intermediary, benefit advisor, or financial security advisor of the customer.
