Quebec City, QC (Apr. 3, 2017) – iA Financial Group is pleased to announce that its RESP enrolment tool for financial advisors now includes electronic signature capability. This innovation completes the process started a few months ago of totally digitizing RESP enrolment.
“Our objective in incorporating electronic signatures into the process of opening an RESP is to further facilitate the work of advisors and thus provide quality service to clients,” says Manon Gauthier, Senior Vice-President, Individual Savings and Retirement. “Early this year, some advisors participated in an electronic signature pilot project and the results were quite conclusive. The feedback from both advisors and clients was positive and showed that it’s now much simpler and faster to issue an RESP contract because of our electronic solutions.”
The majority of young parents, one of the main RESP client groups, are in favour of electronic signatures. And since electronic signatures can be used whether clients are face-to-face or far away, there’s no need for advisors to travel to obtain signatures, and that saves considerable time for both advisors and clients.
It should be noted that iA Financial Group developed an innovative electronic RESP enrolment tool for financial advisors in 2016. This tool has greatly facilitated preparation of the documents required for opening an RESP, helping advisors respond to clients’ needs even more quickly. Complete digitization of the process required the addition of electronic signature capability, which is now available.
“We have taken special care in introducing electronic signatures to ensure that everything is done according to best practices regarding compliance and regulations,” explains Manon Gauthier.
As well, iA Financial Group launched a new RESP product called “My Education+” in June 2016. This product offers clients an extensive range of segregated funds and a high-interest account with a competitive interest rate.
iA Financial Group is also the only insurance company in Canada that provides access to all provincial and federal grants available, regardless of the client’s province of residence.
About iA Financial Group
Founded in 1892, iA Financial Group celebrates its 125th anniversary this year. iA Financial Group offers life and health insurance products, mutual and segregated funds, savings and retirement plans, RRSPs, securities, auto and home insurance, mortgages and car loans and other financial products and services for both individuals and groups. It is one of the four largest life and health insurance companies in Canada and among the largest publicly traded companies in the country. iA Financial Group stock is listed on the Toronto Stock Exchange under the ticker symbol IAG.
iA Financial Group is a business name and trademark of Industrial Alliance Insurance and Financial Services Inc.
SOURCE: Industrial Alliance Insurance and Financial Services Inc.