Account Services
Covers day-to-day client operations and features available in their account.
22 articles
How to start account applicationsInstructions on submitting new business
How to create an Illustration
Payment MethodsAcceptable methods for transferring funds to your account
How to change payment methods
How to add a single contribution
Information regarding Switches and Redemptions
How to initiate a contribution increase
Auto-Increase on Regular Contributions
Who can certify my CDD documents?
Bank transfers SWIFT instructions
Multiple Accounts DeclarationOpening Multiple Accounts
Do you accept paper forms?
Can corporate entities open an account?
Can a trust own an account?
How Can I Get a Statement for Tax Reporting?
What Does ‘Awaiting Allocation’ Mean?
How many account owners can an account have?
How can I make changes to my account?Transactions & account management
How long does it take to make a withdrawal?Partial & Full Redemptions
Are there extra charges for withdrawing funds?
Are there extra charges for reducing my regular contributions?
How Do I Review and Approve the Terms & Conditions?