Building and preserving wealth together.

1-800-561-1177

eBulletin: October 31, 2017
Submitted by Krishan on October 31, 2017 - 11:31am
Printer-friendly versionPrinter-friendly versionPDF versionPDF version

  1. DSC and LSC not allowed on transfers of existing client assets
  1.  
    • Transactions resulting in a new DSC or LSC fee schedule on existing client assets within or between Lifeco companies aren’t allowed
    • Updated monitoring processes will ensure this principle is followed
    • To learn more, consult the Transfer Guidelines for segregated funds
  2. Take advantage of our FedEx corporate rates 
    • Set up your FedEx account with these easy steps
    • Notify London mailroom contact Preston Morabito at 519-931-2877 so he can apply the discount to your account
    • Grandfathered corporate courier rates with UPS are no longer available
  1.  
    •  
      • Posted UPS rates are in effect as of October 9, 2017
  2. All applications and forms to include genetic testing wording
    • Beginning Oct. 30, remaining forms and applications will be updated
  3. Wealth Operations Update
    • Information and changes that are essential to your daily business processing
Important reminders that help support your wealth operations

 
Welcome to Global Pacific!
Manulife Insureright
Compliance bulletin
COVID-19 Update
Calendar

Quick Links

4.030%

Financial Security Questionnaire