New client Account Listing Summary Report – view insurance policy and investment contract/account information in one place – Log into Repsource for more details
Advance notice of change to Manulife’s disability insurance premium rates coming in December The pricing adjustment will impact Proguard and Venture Series disability insurance products across most cells. The reprice contains both decreases and increases; mainly depending on the product, occupation class and issue age.
Do you have clients looking for growth but are concerned about taking on too much risk? Listen On demand to the Webinar with the Mackenzie Bluewater Team -. Learn about the value of investing in high-quality businesses and how taking a broader approach to fixed income investing can deliver the balanced solution your clients are looking for. Listen HERE
Updated RRSP to RIF Conversion Forms – details HERE
The preapproved RRSP loan offer is back – details HERE
Changes Seg. Funds offerings: adding 4 existing funds to selected contracts | capping 7 funds to new deposits and switches-in in selected contracts | losing 12 funds in selected contracts More HERE (login required)
New! Manulife online access for Investments – Investments clients can now register for Manulife online access and benefit! Watch the how to video HERE
Terminating the GARS Fund, affected Segregated Fund contracts – details HERE (log in required)
Portfolio Funds: a quick overview of turnkey solutions – more HERE
As a result of changes in legislation, the AML and Privacy program templates have been updated – The new programs reflect changes to legislation since the last release of templates in June 2017. Adopting the new programs will ensure you have up to date compliance programs for your practice and will also meet your 2-year review obligation. Be sure to keep a copy of your existing programs for your records.
Anti-money laundering template: The latest version has been updated to include enhanced suspicious indicators, voluntary self-declaration of non-compliance and updated identification details. Download the new template in the ANTI MONEY LAUNDERING section of the Copoloff Compliance center