Assistants can also complete these changes if they have the required permissions.
Online Transactions: Practical Benefits
- Instant updates to billing information;
- Simple and quick acccess;
- No forms to complete;
- No administrative follow-up required;
- Greater autonomy for your clients;
- Automatic notifications in Business Tracker whenever a client makes a change.
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 where a policy is in its lifecycle when the change is made, as well as the payment method and payment frequency selected.
To help you answer your clients' questions, we have created a quick reference guide that summarizes the different billing scenarios and the rules that apply to each.
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