New Investment Clients Will Now Be Auto-enrolled For MyEmpire!

We’re pleased to inform you that your investment clients will now receive access to their MyEmpire online account as soon as a new investment application has been submitted and their policy has been funded. MyEmpire is a safe and secure, self-serve online portal where clients can:

• Access their investment and insurance policy information
• Download investment statements
• Access and download tax documents

To help your clients benefit from this self-service capability, please ensure you capture their email address(s) in the application.

• After you have completed the application, please inform your clients that they will receive an email asking them to complete the set-up of their MyEmpire account
• Once their investment policy has been funded, the MyEmpire account will be activated the next business day*
• Clients will then be able to safely and securely view their investment information online, and download their statements and tax documents

To help your clients understand the benefits of this self-serve portal, we’ve created a client information piece to help answer any questions they may have about MyEmpire. Please share it with them during the application process.

* If a transfer from another institution is involved, it may take a few weeks for the MyEmpire account to be activated

FOR ADVISOR USE ONLY