Standard Life Express at a glance.

Standard Life Express - your fastrack to business success

Helping you grow your business is important for us. It has to be quick, easy and solid. We created the innovative Express product just for you!

2 lives minimum and $10,000 annual cash flow
RRSP DPSP TFSA or any combination available, TFSA stand alone not allowed.

No nickel and dime fees, DPSP trustee fee built in
A matching 3 to 5% is a good rate to start at

Low Investment Management Fees
Competitive Compensation
Conversion of existing Standard Life group policies not allowed
Single employer plans only – no association plans
Two monitored investment platforms to choose from:

MAPP 1 - larger number of funds, more specialty funds,
fixed income in Avenue Portfolios^TM
MAPP 2 - smaller number of funds, GIC's in Avenue Portfolios^TM

MAPP = Monitored Avenue Portfolio Program

Access to our secure web site

The Advisor VIP Room

Simplified member enrolment

Standard Life Express ^TM enrolment guide
Complete Power-Point presentations to deliver seminars
Enrolment sites specific to the investment platforms available to members
MAPP 1 | MAPP 2

Easy implementation process

2 to 3 weeks total turnaround time – all done
Includes: administrator contact, employee booklets, policies issued and plan
set-up on system.

Simplified ongoing administration

Plan sponsor access to secure VIP Room
Electronic submission of contributions via the sponsor Internet Web Site
Dedicated Express service team

Valued Partnership Program 2010

To help you benefit from the hard work you do, we have developed and enhanced the Valued Partnership Program for 2010. We have added a special addendum for Express, so now your Express cases are eligible for enhanced compensation.

Plan Sponsor material:

Investment material - select your investment solution:


	Monitored Avenue Portfolio Program 1 (MAPP 1)		Monitored Avenue Portfolio Program 2 (MAPP 2)

	MAPP 1 - Flyer MAPP 1 - Overview MAPP 1 - RORs & IMFs MAPP 1 - Fund sheets		MAPP 2 - Flyer MAPP 2 - Overview MAPP 2 - RORs & IMFs MAPP 2 - Fund sheets

MAPP = Monitored Avenue Portfolio Program

Some other interesting details:

Creating the opportunity for you to meet a whole new group of prospects for your individual business. You conduct the employee presentations.
Presentation PowerPoint / Broker to Client

This is how we help you:

Plan for Life Posters to announce the session.
Here is one of the selection we have available through the Standard Life Advisor VIP Room, Sample Express enrolment seminar Power-Point presentation RRSP (with employer contribution) with TFSA.
We provide the enrolment seminar presentations.

Prospecting material:

Not sure where to start? Secure your client’s interest with the following prospecting tools.

Why Express?

Standard Life Express was developed to address a significant portion of the marketplace that was underserved by traditional group retirement plans.
We estimate the market to be about 233,435 employers across Canada. Sources: Statistics Canada (June 2008) & Analytica, The Canadian Retirement Savings Market 2006.
Creating the opportunity for you to meet a whole new group of prospects for your individual business. You conduct the employee presentations.

Ready to enrol a client? Contact your Manager, Business Development (MBD) to obtain a sponsor implementation package.