e-Signature guidelines

Only accepted if the transaction is initiated by the advisor of record. Requires mandatory use of one of the ivari approved tools for e-signatures.

• A secure signature and confirmation must be displayed with the document.
• An audit or summary page of the electronic signature end-to-end process must be attached with the electronically signed document. The audit or summary must include the date and time of each signature, IP address and email addresses of those signing.

Additional authentication is required for:

• Banking change
• Loans
• Withdrawal, cancel or surrender (full or partial)*
• Transfers to other institutions (Investment Products)

*Term cancellations and surrenders with no value do not require the additional authentication.

Accepted authentication methods:

• Access Code Authentication: the customer must receive and enter a valid access code that is provided to them by the Advisor.
• Identity Verification (phone authentication): the customer must authenticate their identity using their phone number, receiving a code by text message (SMS) or phone call.

Please reach out to the service provider directly if you have any technical questions.

Accepted if the transaction is initiated by either the advisor or the customer. Use of an electronic signature tool from any vendor is accepted.

A drawn e-signature must be comparable to the one ivari has on file. Attach an audit or summary page of the electronic signature end-to-end process if provided by the vendor.

The above eligibility and acceptance criteria apply to:

• New Business for all processes outside of ivari 360 and eDelivery
• Inforce Business for all transactions except for Change of Beneficiary in Yukon, Northwest Territories, Nunavut, Saskatchewan, Nova Scotia and PEI
• Contracting for all transactions
• Investment Products

All of the above criteria must be met in order to process the transaction.