Submitted by Krishan on October 31, 2017 - 11:31am
- DSC and LSC not allowed on transfers of existing client assets
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- 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
- 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
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- Posted UPS rates are in effect as of October 9, 2017
- All applications and forms to include genetic testing wording
- Beginning Oct. 30, remaining forms and applications will be updated
- Wealth Operations Update
- Information and changes that are essential to your daily business processing
Important reminders that help support your wealth operations
