What information do I need to open an account?

Asked 2 months ago
To open an account with Standard Life Investments, individuals typically need to provide various pieces of information to ensure compliance with regulatory requirements and to facilitate the account setup process. This usually includes personal details such as name, date of birth, and address. Additionally, identification documentation may be required, such as a government-issued photo ID and proof of address, which can often be satisfied with utility bills or bank statements. Furthermore, individuals may need to provide their National Insurance number or a tax identification number, as well as details about their financial situation to help Standard Life Investments understand their investment objectives and risk tolerance. It is advisable to visit the current Standard Life Investments website for detailed information specific to the type of account being opened and to view any additional requirements or documentation that may be relevant.
Christian Allen is the editor / author responsible for this content.
Answered Oct 20, 2025

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