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Frequently Asked Questions—Investment

Frequently Asked Questions—Investment

Find the answers to your questions here!

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.

Consult the procedure

 

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.

Consult our Policy on the Use of Electronic Signatures

Got questions? Get in touch with our team!