Electronic Signatures
UV Insurance accepts electronic signatures on PDF investment applications for the following products:
- Guaranteed investment certificates (GICs)
An electronic signature is accepted for:
- Applications for a registered product (initial or additional application), such as RRSP, TFSA, RRIF, LIF or LIRA;
- Transfer form for a transfer to UV Insurance of a registered investment (initial or additional transfer), such as RRSP, TFSA, RRIF, LIF or LIRA;
- Spousal rollovers;
- Additional deposits into an existing non-registered contract, for an existing client of UV Insurance.
When you send us a document bearing an electronic signature, it is essential to include the validation or audit history of the signature process with the signed document.
The electronic signature originate from one of the solutions accepted by UV Insurance. It must be generated by a secure hyperlink, either through your CRM or another recognized platform* (e.g., iGeny, Adobe Sign, SignNow, DocuSign, ConsignO, OneSpan). It is essential to provide the final audit report or history at the end of the document to attest to the signing process.
*Please note that Wonder.legal and Wattpad platforms do not meet the required standards and are therefore not accepted.
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