Advisor Solutions information update

Advisor Solutions information update

Complete this form to begin your information update request.

You may use and submit this form as many times as needed. This form contains only a few required fields and the rest are optional. If you have no update to request, please leave the field blank.

Note: changes are not backdated. When you submit an update request, Canada Life will reflect the date based on the time of the change in our systems.

Please allow a minimum of 15 business days for us to process requests like email addresses and GAL updates. If your profile updates have legal implications (such as a legal name change), validation may take longer. Don’t worry, we’ll notify you of the steps we’re taking along the way.

The following systems will be updated on your behalf:

• Siebel and FASAT

• Investment Centre

• Your Canada Life Outlook contact card

• Digital Agent

• The Learning Centre

• Field Operations

When your information has been updated, you’ll receive an email from Canada Life Technology Program (CLTP) that your request is complete.

Tools and services not updated through this form

The following systems won’t be updated through this form. Please note that email address updates may change login credentials for certain platforms and services. Follow the instructions below to perform your information updates:

Workspace:

If this isn’t updated, clients will continue to receive emails from your old email address. Update your information using the instructions below:

How to update your Workspace profile:

Log in to Workspace.
Click on your initials in the circle in the top right corner.
Select “My Profile”, and then click the “Edit” button.
Update your information and save.

Note: If you have Workspace Sync, please contact Workspace Support to update your information: Workspace.Support@canadalife.com

Market Access Program (MAP):

If you're incorporating or joining a firm, or changing the way you get paid (I.e., moving from an individual bank account to a corporate bank account), it's required that you recontract with MAP and Financial Horizons.

Are you unsure if you need to recontract? Refer to this quick table for instances when you do and don’t need to.

Newly Incorporated
Joined a corporation as an associate
Changed the way I am paid (i.e., moving from an individual bank account to a corporate account)

DON'T

Began using a trade name
Did not change the way I am being paid

HR:

To update your Canada Life Lifestyles benefits contact information, contact HR Service Centre at 1-866-477-2632.

New business application for insurance:

Visit Workspace https://workspace.canadalife.com

DocuSign:

To update, please log in to DocuSign and follow these steps:

In your DocuSign account, click your profile image and select “Manage Profile”.
Navigate to “My Profile Information” in the “Email Address” section and select “Update”.
Select “Continue” and enter your new email address, then click “Send code”. A confirmation email is sent to your new address with a verification code.
Enter the verification code in the “My Profile” site and select “Verify”. Your email address is now updated. Use your new address to log in to DocuSign eSignature.

National registration database and mutual fund compliance

There are other topics specific to the national registration database (NRD) and mutual fund compliance that aren’t included in this form. Examples can include:

• Notification of outside business activities

• Legal requirements to pay a debt

• Lawsuits against you, your business, civil or criminal charges/convictions, etc.

If you need to report any of this to Canada Life, please email Field Operations directly at Fieldoperations@canadalife.com.

Reminder: update as needed places like provincial regulators, your errors and omission (E&O) carrier, MFDA certifications

I have read and understand the information on the left hand side of this form.*

1. About you, the advisor

All this information is required each time you submit the form.

Firm name

First name*

What is your full name, as it appears on your advisor licensing information?

Middle name

Last name*

Email address*

We may need to connect with you regarding your form, what is the best email address to use?

What is the purpose of submitting this form?*

Select an option.

Select

Other, please specify:*

What is your role?*

Select an option.

Select

Other, please specify:*

What is your Canada Life user ID (i.e., LL number, GWL ID)?*

This is the user ID you use to sign into Advisor site or Your Key Connection.

Enter your primary active producer code (i.e., your F-code / W-code / M-code)*

What producer codes should receive these changes?*

Select an option. Note: Changes will not be made to your MGA producer codes. Reach out to your MGA separately to inform them of any relevant changes.

Select

How many producer codes would you like to change?*

Select

Producer code 1

Producer code 2

Producer code 3

Producer code 4

Producer code 5

Producer code 6

Producer code 7

Producer code 8

2. Updates

What type of information do you need to update?*

Business changes with contractual impacts such as

New business name
New business address
Personal name change
Residential Address

Administrative changes such as:

New email address
Cell/Office/Fax number

Select

Which contractual updates do you want to make?*

Please select all that apply.

Select

New business name

Be sure to send any business filings (e.g., articles of incorporation) through the proper process.

New business name effective date*

Street number*

Street name*

City*

Province*

Select

Postal code*

New business address effective date*

First name

Middle name

Last name

New name effective date*

If you changed your name, upload a photo of your new government-issued identification that contains your new full name, (e.g., driver's license). See file upload feature at the bottom of this form.

Street number*

Street name*

City*

Province*

Select

Postal code*

Residential address effective date*

Which administrative updates do you want to make?*

Please select all that apply.

Select

What is your new email address?

New email effective date*

New cell phone

New cell phone effective date*

New office phone

New office phone effective date*

New fax

New fax effective date*

3. Confirmation

Name of the person completing this form.*

Select an option.

Select

First name*

If someone else, enter full name.

Middle name

Last name*

Email*

If someone else, enter firm principal's email.

I confirm the accuracy of the information provided in this form.*

Write your name below to acknowledge.

4. File uploads

You can upload several files in this section. Please upload any and all that apply to you:

If you changed your name - upload a photo of your new government issues identification that contains your new full name (e.g., driver's license)
Upload a photo for your digital profiles within Canada Life (e.g., Outlook)

File Upload

Please ensure to upload multiple files based on what's relevant to your updates.

Supported file types include JPG, PNG, PDF or DOC

Maximum file size per submission cannot exceed 30 MB

Drag and drop files here or

Please allow a minimum of 15 business days for us to process requests like email addresses and GAL updates. If your profile updates have legal implications (such as a legal name change), validation may take longer. We’ll notify you of the steps we’re taking along the way.

Canada Life and design are trademarks of The Canada Life Assurance Company.

Signed date

Privacy notice

Protecting your personal information.

At Canada Life, we’re committed to protecting your personal information and respecting your privacy. Personal information is information that either on its own or combined with other information allows you to be identified. This includes your name and address, as well as more sensitive information such as your banking and compensation records. When applicable, this includes information about other people such as your emergency contact.

How we use your personal information.

Your personal information is used to manage the relationship we have with you. This includes verifying your identity, managing your records, processing compensation and commissions, evaluating business metrics, providing training and professional development opportunities, collecting feedback on our programs, event management, monitoring usage of company systems, providing access to and support for Canada Life digital platforms, providing you with communications, measuring our diversity, equality, and inclusion goals, protecting you and us from risks such as cyber threats and fraud, and complying with legal obligations.

Who we share personal information with.

We share your personal information with other people and organizations to help us manage the relationship we have with you. This includes your support team and human resources, and other organizations that provide us services such as technology suppliers, creative and promotional agencies, other financial institutions, and credit reporting agencies. As part of our day-to-day business, your personal information may be communicated to government departments and agencies, and may be communicated outside your province of residence or outside Canada. We take protecting your personal information seriously and we’ll never sell your personal information to anyone.

You’re in control of your personal information.

We respect your privacy preferences and follow them when using your personal information. At any point in your relationship with us, you can choose how your personal information is used by contacting us through our privacy centre at canadalife.com/privacy. You can also exercise other privacy rights through our privacy centre such as access to or correction of your personal information.

If you choose to remove your consent to the collection, use and disclosure of the personal information required to maintain your relationship with us, we may not be able to continue to manage and support our relationship with you.

Want to learn more? Please visit canadalife.com/privacy

I understand that my personal information will be collected, used and shared as set out above.*

Send me a copy of my responses

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