We’re committed to keeping you informed as new guidelines emerge for keeping our business compliant with the Foreign Account Tax Compliance Act (FATCA) and the Common Reporting Standard (CRS) of the Income Tax Act (Canada).
We’ve filled the winter issue with insights from industry experts on topics that matter this season.
Please log in to read full article
Here are key dates for generating commission for the 2020 sales year.
The Legacy Settlement Option (LSO) gives greater flexibility on how we pay a death benefit to a Client’s beneficiary/beneficiaries.
Bensussen Deutsch & Associates (BDA Inc.) will provide promotional products and inventory fulfillment services. The online ordering system is now available for forms, applications and promotional material.
We’re working hard to make Sun eApp even easier for you to place your business. In addition to those announced two weeks ago, we’ve just released even more features for December.
When you’re completing anti-money-laundering/anti-terrorist financing (AML/ATF) requirements, please provide a Client’s detailed occupation identifying the nature/type of principal business, principal occupation or pre-retirement occupation. Occupation descriptions missing this detail are vague and will require you to ask Clients for additional information. This can delay the processing time of your request.
We’re working to remove barriers and align our websites to government guidelines for accessibility. As a result, here is some updated guidance on accessing accessible versions of Personal Health Insurance and Health Coverage Choice applications.
You asked and we listened. Especially now in an environment where face-to-face meetings are not always an option, we’re pleased to announce that we’re launching our Investment GIF e-App (“GIF e-App”) on January 11, 2021.