8.1. Assumption Life – remuneration statement
Remuneration Statement Recovery Guide
For Financial Security Advisors
This document provides detailed steps for obtaining your compensation statements from major financial institutions in Canada.
1. Assumption Life
- Login: Go to the Assumption Life website and log in to the “Counsellor Corner”.
- Menu: Click on the “Select” button.
- Category: Choose “Compensation and sales force”.
- Tab: Once logged in, select “Compensation”.
- Selection: Choose your group or the specific advisor (e.g. Signature Financial Group).
- Download: Click the download button to get the report in PDF.
2. Beneva (SSQ)
- Login: Log in via the “Beneva SSQ” option.
- Menu: Click on the “Report” tab.
- Filtering: Choose “By name” (recommended for corporations) or “By number” (individual).
- Report Type: Prefer the “Weekly Statement of Earnings” for full detail or the “Weekly Summary” for the abstract.
- Action: Click on the report to view or download it.
- Note: For specific reports mentioned by email (e.g. transfers), use the unique report number indicated in the message.
3. Empire Life
- Sign in: Go to Empire Life’s advisor portal.
- Menu: Select “My Subcontracts and Remuneration”.
- Profile: Select the desired group or advisor.
- Document Type: Click on “Commission Statements”.
- Period: Choose the week from the list and click on “Go”.
- Download: Click on “Download”.
4. Equitable Life
- Login: Log in to the Equitable Portal.
- Menu: Select “Contracts and Compensation”.
- Report: Click on “Commission Statement”.
- Search: Click on “Consult” or search by name/code (e.g., letter G for Signature Financial Group).
- Filter: Select the desired month (ex: September).
- Download: Select the files and retrieve them in your Downloads folder.
5. Humania Insurance (Extraweb)
- Login: Log in to the Extraweb platform.
- Section: Go to “My practice area” (or advisor area).
- Action: Click on “View documents”.
- Statement: Choose “Cabinet Payment Statement” or “Representative Statement”.
- View: Click the document to view and save it.
6. Industrial Alliance (iA)
- Login: Log in (requires double authentication).
- Menu: Select “My tools”, then “Compensation” at the bottom.
- Search: Use “Report Search”.
- Dates: Set the exact time period and click “Search”.
- Filtering: Locate documents named “Compensation” (ignore administrative reports).
- Action: Click to view, then download the document.
7. Ivari
- Login: Log in and go to “My Business”.
- Tool: Under “Advisor tool”, select “Commissions”.
- Filtering: Search by advisor or date.
- Location: Locate the statement in the list.
- Download: Click on the report to save it.
8. Manulife
- Login: Log in as an advisor.
- Access: Click on the green square of the dashboard.
- Option: Select “Statement of Compensation”.
- Portal: You will be directed to the FACEAT site.
- Selection: Choose the advisor code and the desired week.
- Patience: Wait for the report to be generated before downloading it.
9. RBC Insurance
- Login: Go to the RBC Secure Centre.
- Menu: Click on “Compensation”, then “Statement”.
- Filters: Choose year, code (individual or body) and date.
- Search: Click on “Find”.
- Format: Select PDF and click the link to download.
10. Sun Life
- Login: Log in (Interface updated in October 2025).
- Menu: Select “Tools”, then “Contract and Compensation”.
- Information: Click on “Financial Information”, then “Statement of Compensation”.
- Generation: Click “Generate Report” for the desired period (30, 90 days).
- Validation: A “Generate Report” window appears; click inside to confirm.
- Final Action: Click “Tap here to view your file” to download it.
11. UV Insurance
- Login: Log in (with double authentication).
- Menu: Select “My compensation”.
- Type: Click on “Compensation Report”.
- View: Choose the year and click “View”.
Action: Avoid simply visualizing. Click on “Save Report” to get the complete and readable PDF format in your downloads.