Transferring your client’s funds from another institution can be a frustrating experience characterized by weeks of delays until the proceeds are released. While we can’t make the release happen any faster, we can help you kick-start the transfer process with your clients. Our Online Additional Seg Fund Deposit Form can be completed in less than 5 minutes!
Our Form is suitable for non-face-to-face client meetings. You can continue to help clients that want to minimize face-to-face interactions or in person meetings. It’s pre-filled with owner information and fund codes and no paperwork or cheques are required. You can make a range of deposits and transfers with it:
- Make a one-time deposit
- Set up a recurring PAD
- T2033 transfer from another institution or from one Empire Life policy to another (full transfers only)