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)

HubSpot Video

How To | Sign with amendment

Adobe Acrobat - Reference guide

DocuSign - Reference guide

HubSpot Video

How To | Register with DocuSign

HubSpot Video

How To | Log in your DocuSign account

HubSpot Video

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

HubSpot Video

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

HubSpot Video

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

HubSpot Video

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

HubSpot Video

How To | Receiving the documents and signature ceremony

HubSpot Video

How To | Retrieve the documents

 

OneSpan - Reference guide

HubSpot Video

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

HubSpot Video

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

HubSpot Video

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

HubSpot Video

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

HubSpot Video

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

HubSpot Video

How To | Adviser's signature

HubSpot Video

How To | Retrieve the documents

 

Follow-up on your transactions

Insurance

Contract delivery

FAQ Underwriting

HubSpot Video

How To | Doing a conversion (F4A-13)

Business Tracker | Training video

EVO

Insurance

Electronic changes

Quick reference

HubSpot Video

How To | Completing the notice of replacement

HubSpot Video

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

Illustration tool

FAQ

E-signature

Quick reference

Client procedure

 

Savings

User guide

Brokerage network

Career network

WFG

Procedure

Distance selling of Non-registered savings plans

HubSpot Video

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 - 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