Contract Administration
Individual Insurance, Savings and Retirement | Contract administration and Compensation
Insurance
How To | Doing a conversion (F4A-13)
Savings
EVO
Insurance
Electronic changes
How To | Completing the notice of replacement
How To | Adding an insurance (including) looking for documents to be attached to the F1EA
Illustration tool
Procedure
Two-Step Identity Verification
E-signature
Savings
User guide
Procedure
Distance selling of Non-registered savings plans
How To | Switch
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
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)
How To | Sign with amendment
DocuSign
How To | Register with DocuSign
How To | Log in your DocuSign account
How To | Create a signature ceremony 1/4 - Add documents
How To | Create a signature ceremony 2/4 - Add recipients
How To | Create a signature ceremony 3/4 - Prepare the documents
How To | Create a signature ceremony 4/4 - Review and send
How To | Receiving the documents and signature ceremony
How To | Retrieve the documents
OneSpan
How To | Log in your OneSpan account and set it up
How To | Create a signature ceremony 1/3 - Create a new transaction
How To | Create a signature ceremony 2/3 - Add documents and recipients
How To | Create a signature ceremony 3/3 - Prepare and send the documents
How To | Receiving the documents and signature ceremony from the client
How To | Adviser's signature
How To | Retrieve the documents