Doing business with Canada Life – June 20, 2023
Submitted by Krishan on June 20, 2023 - 3:15pm
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PDF version | To view this email as a web page, click here. | |  | | | | Your business is unique. That's why we're committed to providing you with flexible, tailored support to help you navigate industry changes, assist your clients, grow your business and serve more Canadians.
This newsletter is your one-stop spot for the latest information on doing business with Canada Life. | | | | REMINDER: RepNet will be replaced by Workspace | Later this year our outdated Repnet site will be shut down and replaced by Workspace – a better way to view your business, make client edits, find the forms you need and access other tools - all from one platform.
We encourage you to start using Workspace now, so you have time to get comfortable before the change takes place.
Learn more about this change, register for Workspace and start using it today. |
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| | |  | Compliance |
| | | | New anti-money laundering (AML) compliance program template – updates required | | Canada Life recently introduced a new product, My Par Gift. As a result, you must update your anti-money laundering (AML) compliance program and make sure you review your AML program every two years. Learn more. | | |  | Building your business |
| | | | Find My Canada Life resources in one easy-to-access spot | - View the new quick reference guide for information on our client site for individual insurance and investment holdings. Learn about client registration, available products and features and how to invite your clients. We’ll keep the guide updated as we add new products and features.
- Remember: mid-year segregated fund statements will only be available digitally through My Canada Life. For clients who haven’t registered and switched to paperless, we’ll continue to send one annual paper statement covering January to December.
- Invite your clients to register with this easy-to-use email template.
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