InfoFlash

• January 20, 2012
  Customer Experience – Enhanced Services
  
  
• January 16, 2012
  Wednesday February 29 2012 marks the end of the 2011 RRSP season...
  (for GAs)
  Wednesday February 29 2012 marks the end of the 2011 RRSP season...
  (for National Accounts)
  
  
• December 20, 2011
  New legislation for all businesses in Ontario effective January 1
  
  
• December 19, 2011
  Standard Life appoints Charles Guay new CEO in Canada
  This message has already been sent to GAs
  
  
• December 16, 2011
  Holiday Hours and Year-End Schedule
  
  
• December 16, 2011
  Ideal Term Funds Schedule A
  
  
• December 16, 2011
  Underwriting for Enriched (or Impaired) Annuities
  Will be sent to all GAs
  
  
• December 12, 2011
  Q&A regarding the discontinuation of Life Sales effective January 1
  
  
• December 5, 2011
  Incorrect rates on new Wealthcare 31.00 download
  This message has already been sent to GAs
  
  
• November 29, 2011
  More focus to our long-term savings and investment activities
  
  
• November 28, 2011
  Launch of version 31 of Wealthcare
  
  
• November 1, 2011
  Standard Life's new Ideal Term Fund offering
  
  
• September 6, 2011
  New funds in Standard Life’s Ideal Segregated Funds – Signature Series lineup
  
  
• September 2, 2011
  Now available for Ideal Segregated Funds – Updated Applications, Information Folder and guidelines
  
  
• August 29, 2011
  Perspecta Managed Accounts Update
  
  
• August 19, 2011
  Upcoming transfer of all G-RRIF accounts
  
  
• August 17, 2011
  Accessing our protected sites
  
  
• August 11, 2011
  SLI - Comment on Market Action
  
  
• August 08, 2011
  Secure Online Access – Enhanced security platform
  
  
• July 11, 2011
  Letter to clients inserted with Ideal Segregated Fund Statements
  
  
• June 20, 2011
  Holiday closings
  
  
• June 15, 2011
  New alliance with Qtrade
  We will send to GAs. Please send to your advisors. The Qtrade logo on the Advisor Source will link to this message - live June 15
  
  
• June 15, 2011
  News from Advocis that you may want to share with your advisors:
  
  • Update 2011 - earn up to 12.5 CE credits
  • 2011 Ontario School
  • Advocis National Schools
  
  
  
• June 14, 2011
  Reminder: Ideal Segregated Funds - Signature Series application form
  
  
• May 24, 2011
  Changes to some of our mutual funds
  We will send this message to GAs. Please forward to your mutual fund advisors.
  
  
• May 06, 2011
  In case of a mail strike
  
  
• May 03, 2011
  Electronic fund transfers on life insurance policies
  Updated forms will be live early next week
  
  
• May 02, 2011
  Standard Life launches Ideal Income Series
  Some links included in this message will be live on May 2 only
  
  
• April 27, 2011
  New limit for telephone loan requests and partial withdrawals on Life Insurance policies
  
  
• April 19, 2011
  B2B Trust: When the advisor is the borrower or co-borrower
  
  
• April 12, 2011
  3 months' interest cash back on all B2B Trust investment loans!
  
  
• April 8, 2011
  Changes to the Ideal Signature Series and Ideal Segregated Fund Contracts
  
  
• April 5, 2011
  Update to Wealthcare
  
  
• April 1, 2011
  Ontario introduces the Life Insurance Replacement Declaration (LIRD)
  
  
• March 14, 2011
  Bonus Declaration
  
  
• February 22, 2011
  T5 for Non-registered Term Fund Holders
  
  
• February 18, 2011
  Family Day holiday
  
  
• February 21, 2011
  Delay with tax slips
  
  
• February 15, 2011
  B2B Trust Compliance includes providing a detailed description of your client’s occupation
  
  
• February 14, 2011
  Wealthcare Version 30.05.00
  
  
• February 11, 2011
  Broker T4A’s Issued for Corporations
  
  
• February 8, 2011
  The Way Forward starts today
  
  
• February 7, 2011
  What you need for RRSP Season
  
  
• February 1, 2011
  Only new contracting documents effective today
  
  
• January 28, 2011
  Notice to those who received CD statements for year-end
  
  
• January 25, 2011
  Anti-Money Laundering Review
  
  
• January 18, 2011
  IMPORTANT REMINDER: Only new contracting documents effective February 1, 2011
  
  
• January 18, 2011
  Tuesday March 1, 2011 marks the end of the 2010 RRSP season…
  (for GAs)
  
  
• January 14, 2011
  New letter for your clients regarding Annuity Commencement Date and Series Maturity Date
  
  

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