Business must be submitted by advisors who have signed a contract with Standard Life or have been through our due diligence process, and are licensed in the jurisdiction where the application was signed by the client.
Advisors must do business in good faith and in accordance with the provisions of the laws and regulations of any jurisdiction in which they hold a license. Additional responsibilities are outlined in the agreement that advisors sign with Standard Life.
Avoid practices that might mislead or deceive a client or potential client. Ensure that illustrations of prices, values and benefits are clear, and contain full disclosure of amounts that are not guaranteed, whenever the information is given verbally or in letterform.
Disclose accurately and completely all information required by the client to make an informed decision, including disclosure about any conflict of interest that you might have in relation with the transaction.
Promptly deliver to Standard Life all applications and transactions solicited by you. All premiums or other amounts payable in respect of any insurance or annuity must be made payable to Standard Life.
Promptly deliver to Standard Life any claim or complaint made against you in connection to the Company.
