At iA Financial Group, we’re constantly on the look-out for ways to make your distance-selling efforts easier and more efficient!
In order to better support you with regard to electronic signature, we have updated and improved two essential resources that will allow you to better understand iA’s e-signature requirements, helping you to get it right first-time, every time for your Individual Savings and Insurance transactions.
Check them out!
- The newly improved Best Practices Guide for Electronic Signature provides details regarding all electronic signature options that are accepted, including two recently added.
- The updated Procedures and FAQ page in iA Connected offers for visual examples, video procedures and more!
Signature improvements in the RESP New Issue tool
What’s more, you may have noticed that the electronic signature experience in EVO and the RESP New-Issue Tool is now identical! E-signature for RESP new issues is now automatically available to all advisors (in cases where it can be used) – you no longer need to request it!
Refer to the RESP | Everything You Need to Know About Electronic Signatures (F51-310A) document to learn more about electronic signature eligibility requirements for RESPs.
If you have any questions, don’t hesitate to reach out to your sales teams.
