Updating socio-demographic information | Annuities
During the week of October 26, reminder letters will be sent to clients who did not respond to the initial mailing sent in August, requesting that they complete the required form:
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Policyowner is an individual | Personal information update - 21043E |
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Policyowner is a business | Identity Verification Supplementary Form
Since this process requires a little more attention, your support is key. |
Just like you, Desjardins Insurance must meet the requirements of the Financial Transactions and Reports Analysis Centre of Canada (FINTRAC) under the Proceeds of Crime (Money Laundering) and Terrorist Financing Act. To comply with these regulations, we must:
- Verify the identity of new policyowners
- Keep their information up to date
Within the next few days, if you have clients whose updates need to be completed, you will receive an email notifying you.
In the week of August 18, we’ll send a letter to clients with non-registered annuity contract to fill out the required form.
For more information, see the Business relationship requirements | Updating socio-demographic information news item.
Questions?
Call our Client relations centre: 1-877-647-5435
Annuity: cepargne@dsf.ca