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COVID-19 | Procedures and FAQ

Contract Administration

Individual Insurance, Savings and Retirement | Contract administration and Compensation

Insurance

FAQ Paramedical services

Contract delivery

FAQ Deferral of premiums

FAQ Underwriting

doing-a-conversion

How To | Doing a conversion (F4A-13)

Savings

FAQ Possible loans payment deferrals

EVO

Insurance

Electronic changes

Quick reference

completing-the-notice-of-replacement

How To | Completing the notice of replacement

add-an-insurance-1

How To | Adding an insurance (including) looking for documents to be attached to the F1EA

Illustration tool

FAQ

Procedure

Two-Step Identity Verification

E-signature

Quick reference

FAQ

Client procedure

Savings

User guide

Brokerage network

Career network

WFG

Procedure

Distance selling of Non-registered savings plans

switch

How To | Switch

transfer-in-a-registered-investment

How To | Transfer in a registered investment

Remote Sales

Tailored processes for non-face-to-face deals

Doing business virtually - Updates

E-Signature best practices guide

How to create a PDF file

Non-face-to-face guidelines reminder

Career

Insurance and annuities - no replacement

Insurance and annuities - no replacement (trainees)

Insurance and annuities - with replacement

Insurance and annuities - with replacement (trainees)

Making secure electronic signatures (authorized tools)

No need to manage paper anymore, get your client to sign remotely! The electronic signature can be used on all our insurance and savings forms.

Requirement Management - Insurance Transactions (Amendments)

sign-with-amendment

How To | Sign with amendment

DocuSign

register-with-docusign

How To | Register with DocuSign

log-in-your-docusign-account

How To | Log in your DocuSign account

create-a-signature-ceremony-1_add-documents

How To | Create a signature ceremony 1/4 - Add documents

create-a-signature-ceremony-2_add-recipients

How To | Create a signature ceremony 2/4 - Add recipients

create-a-signature-ceremony-3_prepare-the-documents

How To | Create a signature ceremony 3/4 - Prepare the documents

create-a-signature-ceremony-4_review-and-send

How To | Create a signature ceremony 4/4 - Review and send

receiving-the-documents-and-signature-ceremony

How To | Receiving the documents and signature ceremony

retrieve-the-documents

How To | Retrieve the documents

OneSpan

log-in-your-onespan-account-and-set-it-up

How To | Log in your OneSpan account and set it up

create-a-signature-ceremony-1_create-a-new-transaction

How To | Create a signature ceremony 1/3 - Create a new transaction

create-a-signature-ceremony-2_add-documents-and-recipients

How To | Create a signature ceremony 2/3 - Add documents and recipients

create-a-signature-ceremony-3_prepare-and-send-the-documents

How To | Create a signature ceremony 3/3 - Prepare and send the documents

receiving-documents-and-signature-ceremony-for-the-client

How To | Receiving the documents and signature ceremony from the client

advisors-signature

How To | Adviser's signature

retrieve-the-documents_CAREER_NETWORK-ONLY

How To | Retrieve the documents

Security

User guide

How to password-protect a document

Protecting documents with password - Best Practice Guide