Administrative Bulletin

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Administrative bulletin

New year, new bulletin!

Hello,

With the new year just around the corner, we decided to split our newsletter to make it easier for you to read:

• Administrative news will now be communicated in this newly created bulletin. It's simple and user-friendly format offers relevant and transparent information.

• Marketing news and promotions will continue to be transmitted in the usual newsletter.

Communication is essential to us, and we want to keep you up to date with all the latest news and developments in our sector. This is your first administrative bulletin. We hope you like the changes.

Happy reading and a great start to the new year!

Annual Investment Statements

Your clients’ investment statements, as of December 31, 2024, will soon be ready.

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Have you tried our enhanced transaction tools?

Save time submitting your investment transactions with our two enhanced tools:

• Mobile Office: an intuitive transactional tool for investment accounts, now available on the web.

• Write to us: a messaging function for all other transactions, including segregated funds and investment tracking requests.

Learn more

Evolution of criteria for death benefit settlement

We are pleased to inform you that our death claim settlement criteria are evolving for greater simplicity.

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New notification process in life insurance

Good news! The notification process offered to MGAs will be available to advisors.

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The confidentiality of data in the electronic application

Effective January 16, 2025, we are implementing a data confidentiality measure for electronic applications.

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Improvements to the FIND0208 form

Discover the updated version of Cancellation, cash value, policy loan, partial withdrawal or withdrawal of holdings request form | FIND0208A.

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It’s official, the links to our individual insurance tools are up to date

Since January 1, 2025, the links to the individual insurance online are up-to-date.

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Giving back together to our local communities

In 2024, for a third year in a row, we collaborated with our business partners across the country to give back together in our local communities.

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Administrative Bulletin - January 2025