iA CONNECTED

Procedures and FAQ

Electronic signatures

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.

E-Signature best practices guide

Quick reference guide - Examples of electronic signature 

Requirement Management - Insurance Transactions (Amendments)

sign-with-amendment

How To | Sign with amendment

DocuSign - Reference guide

register-with-docusign

How To | Register with DocuSign

log-in-your-docusign-account

How To | Log in your DocuSign account

create-a-signature-ceremony-1_add-documents

How To | Create a signature ceremony 1/4 - Add documents

create-a-signature-ceremony-2_add-recipients

How To | Create a signature ceremony 2/4 - Add recipients

create-a-signature-ceremony-3_prepare-the-documents

How To | Create a signature ceremony 3/4 - Prepare the documents

create-a-signature-ceremony-4_review-and-send

How To | Create a signature ceremony 4/4 - Review and send

receiving-the-documents-and-signature-ceremony

How To | Receiving the documents and signature ceremony

retrieve-the-documents

How To | Retrieve the documents

 

OneSpan - Reference guide

log-in-your-onespan-account-and-set-it-up

How To | Log in your OneSpan account and set it up

create-a-signature-ceremony-1_create-a-new-transaction

How To | Create a signature ceremony 1/3 - Create a new transaction

create-a-signature-ceremony-2_add-documents-and-recipients

How To | Create a signature ceremony 2/3 - Add documents and recipients

create-a-signature-ceremony-3_prepare-and-send-the-documents

How To | Create a signature ceremony 3/3 - Prepare and send the documents

receiving-documents-and-signature-ceremony-for-the-client

How To | Receiving the documents and signature ceremony from the client

advisors-signature

How To | Adviser's signature

retrieve-the-documents_CAREER_NETWORK-ONLY

How To | Retrieve the documents

 

Follow-up on your transactions

Insurance

Contract delivery

FAQ Underwriting

doing-a-conversion

How To | Doing a conversion (F4A-13)

Business Tracker | Training video

EVO

Insurance

Electronic changes

Quick reference

completing-the-notice-of-replacement

How To | Completing the notice of replacement

add-an-insurance-1

How To | Adding an insurance (including) looking for documents to be attached to the F1EA

Illustration tool

FAQ

E-signature

Quick reference

FAQ

Client procedure

 

Savings

User guide

Brokerage network

Career network

WFG

Procedure

Distance selling of Non-registered savings plans

transfer-in-a-registered-investment

How To | Transfer in a registered investment

 

Remote Sales

Tailored processes for non-face-to-face deals

Doing business virtually - Updates

How to create a PDF file

Career network

Insurance and annuities - no replacement

Insurance and annuities - no replacement (trainees)

Insurance and annuities - with replacement

Insurance and annuities - with replacement (trainees)

RESP (trainees)