July 9, 2021
Topics: Insurance, Savings, Investments
The semi-annual investment statements will soon be available. Take this opportunity to contact your clients.
June 23, 2021
Topic: Savings
With the Prestige family grouping, give your clients access to a significant reduction in fees.
June 21, 2021
Topics: Insurance, Savings, Digital tools
With the addition of electronic signature, you will now enjoy a simplified and fully digital process for changes requested via EVO Insurance.
June 11, 2021
Topics: Savings, Investments
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.
June 1, 2021
Topic: Savings
The 2021 Information Folders and Fund Facts can now be downloaded from the Document Centre or ordered from your provisioning centre:
May 28, 2021
Topics: Insurance, Savings, Digital tools
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.
