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eBulletin: January 30, 2018
Submitted by Krishan on January 30, 2018 - 3:28pm
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  1. Backdating rules for New Business and Client Service 
  1.  
    • Policy issue date may be backdated to save age, up to a maximum number of months
    • Backdating rules across all channels are being harmonized
    • Policies cannot be backdated before Jan. 1, 2017, in any case
  2. Tax reporting for segregated fund investment credits
    • In February 2018, clients who received an investment credit for their non-registered segregated fund policy will be mailed a letter regarding 2017 tax reporting requirements
    • Clients that received an investment credit for a non-registered segregated fund policy won’t receive a tax slip
  3. Wealth Operations Update
    • Information and changes that are essential to your daily business processing
Important reminders that help support your wealth operations

 
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