Servicing FAQs

Call us on (01) 639 7000 - we'll complete some security questions and act on your instruction over the phone. Alternatively, you can complete an Instruction to switch funds, and post it to Standard Life, 90 St Stephen's Green, Dublin D02 F653. Instead of posting, you can scan and email it to us at fundtransactions@standardlife.ie 

If you scan and email documents containing personal information, you must apply adequate protection. Theres no guarantee that any email you send us will be received, or that it will remain private and unaltered during internet transmission.

To surrender your policy, complete this Withdrawal instruction and post it, together with the certified copy documents, to Standard Life, 90 St Stephen's Green, Dublin D02 F653. Instead of posting, you can scan and email them to us at fundtransactions@standardlife.ie

If you scan and email documents containing your personal information, be aware that there's no guarantee that any email you send us will be received, or that it will remain private and unaltered during internet transmission.

To get certified copies of your documents, photocopy the originals, bring the originals and copies to a post office, bank, Garda station or qualified accountant/financial adviser. They'll check, stamp and sign each copy to certify it's a true copy of the original. Enclose those certified copies with your instructions.
 

To make a withdrawal from your policy, complete this Withdrawal instruction and post it, together with the certified copy documents, to Standard Life, 90 St Stephen's Green, Dublin D02 F653. Instead of posting, you can scan and email them to us at fundransactions@standardlife.ie

If you scan and email documents containing your personal information, be aware that there's no guarantee that any email you send us will be received, or that it will remain private and unaltered during internet transmission.

To get certified copies of your documents, photocopy the originals, bring the originals and copies to a post office, bank, Garda station or qualified accountant/financial adviser. They'll check, stamp and sign each copy to certify it's a true copy of the original. Enclose those certified copies with your instructions.

The funds available depend on the product though which you made your investment. See the relevant fund range for your product type. You can also visit our  Fund Centre, where you can select your product type and check out fund factsheets, performance, prices and volatility.

Some products are open to new investments, including top ups. Other products may be open to top ups only, or closed. For more information, see Products and funds trading.
 

If it's a premium/contribution on an existing policy, please make your direct credit payment to Standard Life International, IBAN: IE51 ULSB 985010 05292222, quoting reference: your policy number, and the premium due date it relates to (dd/mm/yyyy).

If it's the 1st premium/contribution on a new policy, please quote reference: your surname, first name, and date of birth (dd/mm/yyyy).

To add an owner to your policy, you will need to

• complete a deed of absolute assignment, and send it to us, together with
• a Stamp certificate (or confirmation that stamp duty does not apply and the reason why)
• a copy of a recent utility bill or bank statement for each of the policy owners to verify their address
• a copy of the current passport or driving licence of each policy owner to verify their name, date of birth and signature

(recent means within 6 months and current means not expired)

Stamp Duty and Capital Gains Tax may apply on transfer of ownership.

You can't add an additional life assured to an existing policy.

To transfer ownership of your policy, you will need to

• complete a Deed of absolute assignment, and send it to us, together with
• a Stamp certificate (or confirmation that stamp duty does not apply and the reason why)
• a copy of a recent utility bill or bank statement for each of the new policy owners to verify their address
• a copy of the current passport or driving licence of each new policy owner to verify their name, date of birth and signature

(recent means within 6 months and current means not expired)

Stamp Duty and Capital Gains Tax may apply on transfer of ownership.

Changing ownership doesn't change the lives assured named in the policy, on whom the policy depends. You can't change the lives assured on an existing policy.

To remove an owner from your policy, you will need to

• complete a Deed of absolute assignment, and send it to us, together with
• a Stamp certificate (or confirmation that stamp duty does not apply and the reason why)
• a copy of a recent utility bill or bank statement for each of the remaining policy owners to verify their address
• a copy of the current passport or driving licence of each remaining policy owner to verify their name, date of birth and signature

(recent means within 6 months and current means not expired)

Stamp Duty and Capital Gains Tax may apply on transfer of ownership.

Changing ownership doesn't affect the lives assured named in the policy, on whom the policy depends. You can't change the lives assured on an existing policy.

When you invest in Self-Directed Options, we set up a policy cash account to meet any charges and third party costs.

These are options which allow you to have more control of your investments. The current options are third party deposit providers, and execution-only stockbroking.
For more information visit your options

Here's a list of options depending on the type of policy you own.

• If you want to invest benefits or transfer monies from another policy into your policy, please contact us on (01) 639 7000 to make sure this is possible.

The balance in the policy cash account is used to meet on-going charges and third party costs. You must have enough in this account to allow us to carry out your instructions and to pay the charges related to your chosen Self-Directed Option. The policy cash account is a bank account provided by a third party.

The amount needed is to cover the expected policy charges. We recommend you hold enough money back to cover charges for the next 12 months. This will support you with the management of your policy. It's your responsibility to ensure that the balance held in your policy's cash account is enough to cover all charges and costs.

The charges depend on your policy type and options chosen. Examples of some charges which may apply are management charge for Self-Directed Options, fund based charge, policy fee, third party charges. For more information on charges please call us on (01) 639 7000.