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No need to manage paper anymore, get your client to sign remotely! The electronic signature can be used on all our insurance and savings forms.
Quick reference guide - Examples of electronic signature
Requirement Management - Insurance Transactions (Amendments)
How To | Sign with amendment
How To | Register with DocuSign
How To | Log in your DocuSign account
How To | Create a signature ceremony 1/4 - Add documents
How To | Create a signature ceremony 2/4 - Add recipients
How To | Create a signature ceremony 3/4 - Prepare the documents
How To | Create a signature ceremony 4/4 - Review and send
How To | Receiving the documents and signature ceremony
How To | Retrieve the documents
How To | Log in your OneSpan account and set it up
How To | Create a signature ceremony 1/3 - Create a new transaction
How To | Create a signature ceremony 2/3 - Add documents and recipients
How To | Create a signature ceremony 3/3 - Prepare and send the documents
How To | Receiving the documents and signature ceremony from the client
How To | Adviser's signature
Contract delivery
FAQ Underwriting
How To | Doing a conversion (F4A-13)
Business Tracker | Training video
Quick reference
How To | Completing the notice of replacement
How To | Adding an insurance (including) looking for documents to be attached to the F1EA
FAQ
Client procedure
Brokerage network
Career network
WFG
Distance selling of Non-registered savings plans
How To | Switch
How to password-protect a document
Protecting documents with password - Best Practice Guide
Two-Step Identity Verification
How To | Transfer in a registered investment
Tailored processes for non-face-to-face deals
Doing business virtually - Updates
How to create a PDF file
Insurance and annuities - no replacement
Insurance and annuities - no replacement (trainees)
Insurance - with replacement
Insurance - with replacement (trainees)
RESP (trainees)
Remittance, signature and indexing - FNA
Using PDF Creator to password-protect a document
Sending a password-protected PDF and indexation in Client Manager
Ways to send and sign the FNA and the notice of replacement
Video: Sending a password-protected PDF and indexation in Client Manager
