We use strictly necessary cookies when you visit our website to give you the best experience possible and to keep things secure.
We'd also like your consent to set other cookies to help us improve our website and to tailor the marketing you see.
Javascript is disabled in your browser and some features on this website, like the main navigation or search may not work correctly.
Products
Investment Choices
Business Support
Contact & Help
This field is required
Popular recent searches
Online services
Contact us
Servicing help
Literature
Why Standard Life
We need this before we can process the fund switch.
To proceed with this request, please upload valid client authorisation confirming you are permitted to give investment instructions on this policy. The authorisation must include:
We may not be able to process the request if the authorisation is incomplete or unclear.
Upload Files
Max file size is 5 Mb. Only PNG, JPG, PDF and Zip file formats are supported.
Uploading...
Selection Complete -
Select a file to upload using the button below. Note, Drag and Drop is not currently available.
Please enter a valid 6-character agency code starting with '9/'
Please enter the first name of your customer
Please enter the surname of your customer
Change allocation for existing funds and future premiums Update their investment allocation for existing funds only or apply changes to both existing funds and future regular premiums.
Change allocation for future premiums only Keep their existing investment allocation as is, but update the funds for future regular premiums
Please enter the full name of each fund. Full fund names can be found on Fund Centre. Incorrect or incomplete fund names may lead to delays in processing your request
There are trading restrictions on some funds. Please see Products and funds trading for more information
*This is an optional field, click "Next" without filling if your clients are not looking for funds.
We will carry out your instructions as soon as possible. Normally, this means:
Prices are normally, but not necessarily, declared each working day.
A bank public holiday where our office is closed will add an extra day to the timeline when applying prices to your instruction. Our office is closed on all bank and public holidays in the Republic of Ireland.
In exceptional circumstances, if we have to delay switching, we’ll use the fund prices on the day the transaction takes place – these prices could be very different from the prices on the day you made the request. For up-to-date fund restrictions, see Products and funds trading.
We will arrange for a fund switch letter to be issued once funds have settled.
We will carry out your instructions once we have received asll required information. Normally, this means:
Form submitted
Your request has been sent to our team for review. You will receive a confirmation email shortly. Please download a summary of your request for your records.
The information on standardlife.ie/adviser is designed for financial advisers. It's not suitable for anyone else. If you're not a financial adviser, please go to standardlife.ie for information about the products and services we offer.
