The semi-annual investment statements will soon be available. Take this opportunity to contact your clients.
With the Prestige family grouping, give your clients access to a significant reduction in fees.
With the addition of electronic signature, you will now enjoy a simplified and fully digital process for changes requested via EVO Insurance.
Starting June 14, 2021 – To make things easier, the redemption of a gross amount in a guaranteed interest fund (GIF) will now be the same as the gross amount requested.
The 2021 Information Folders and Fund Facts can now be downloaded from the Document Centre or ordered from your provisioning centre:
Starting May 31, theBusiness Tracker tool, available in the Advisor Centre, will become
“THE” channel to use to send missing information after submitting a savings transaction request.