investment-side procedure
SFG Procedure
Investment Procedure
1
HOW TO SUBMIT THE ELECTRONIC APPLICATION?
- Agen Z only receives a copy of electronic applications from Beneva, BMO, Empire Life, Sun Life and Equitable.
- For IA, an email must be sent to invest@agenz.ca with the application number and the client's name, mentioning that the application was submitted online so that Agen Z can retrieve it on the site.
- For the other companies, they must send a copy of the application to invest@agenz.ca indicating that it was submitted electronically so that Agen Z does not make a duplicate request to the companies.
- The same applies to all other requests.
2
WHO SENDS THE T2033?
- AgenZ sends it to the relinquishing institution.
AgenZ can send the T2033 by fax to the number available on the relinquishing institution's website. If it is impossible to find a fax number, the advisor must provide one; otherwise, the T2033 will be sent by mail to the address indicated on the form.
If no copy of the T2033 is attached to applications indicating that transfers are pending, it will be assumed that the form is being sent directly to the relinquishing institution by the advisor.
Advisors should therefore mention in their email whether they will send the T2033 themselves or whether they prefer AgenZ to mail it.
- The advisor sends the T2033.
3
FOLLOW-UP
- In both cases, advisors must follow up with the relinquishing institutions themselves.