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eSignature compliance requirements updated
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Since March, we’ve been accepting documents with eSignatures. To make sure any document advisors submit with an eSignature is accepted the first time, we ask you to review the eSignature Checklist and the eSignature Questions and Answers.

 

The most important thing to keep in mind is that any attempt to alter a document’s content after it has been electronically signed makes it invalid. If an advisor needs to make any changes after their client has signed the document, they’ll need to complete a new form and have their client re-sign before it can be submitted.

 

 

 

 

Updated content in the advisor Q&A includes:

·  Why do I need to use an eSignature provider?

·  Signature validation

·  How do I make sure the signature is valid and long-term validation is enabled?

·  What can and can’t I do?

 

Using a reliable eSignature provider is key to documents being accepted. Please encourage your advisors to use Canada Life’s solutions with built-in eSignature capabilities such as SimpleProtectTM.

 

We are confident that eSignature providers like DocuSign, OneSpan, iGeny and AdobeSign use digital signature technology we require.

 

We appreciate your commitment to adapt your business so you can continue serving Canadians.