The assistants can also make these changes if they have the necessary delegations.
Online transactions: real advantages
- Instant update of information
- Quick and easy acccess
- No forms to fill out
- No administrative follow-up required
- More autonomy for your clients
- Automatic notification in Business Tracker for every change made by your client
Access billing changes in just a few clicks
Billing changes available for you and your clients
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Advisor Centre |
My Client Space |
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ALL in-force contracts |
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Change banking details |
✔ |
✔ |
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Change withdrawal date |
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Modernized policies only* |
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Change payment frequency
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✔ |
✔ |
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Change payment method
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Delay a payment
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Interrupt payments
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Reactivate payments
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Simplify billing rules
Thanks to our modernized experience, you can now enjoy an even simpler billing process. Our key principle is to avoid two direct debits in the same month. To achieve this, we have introduced 30-day net billing.
To learn more, visit this section of the Digital Guide.
* Access Life policies issued since April 2024, Transition policies issued since November 24, 2025, and Traditional Insurance policies issued since March 30, 2026.
Billing rules vary depending on the policy’s lifecycle at the time the change is made, as well as on the selected payment method and frequency.
Below is a quick reference guide that summarizes the various billing scenarios and the rules that apply to them, so you can easily answer your clients’ questions.
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