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HUB's Sales Investment Team
Carrier Partners
Quoting
Hootsuite Amplify - A social media library exclusive to HUB Capital Advisors
White Label Marketing Template
Comparison Handouts and Summary Guides
2024 Carrier Sweet Spots
Commissions
HUB Capital Advisor Employee Benefits Plan
Remote Order Entry (ROE)
RepVision Video Tutorials
Setup your @hubcapital.ca email
E-Signature for HUB Capital
Who do I contact when I have a question?
Practice Management Resources
Carrier Business Process Updates & e-Solutions
HUB's Sales Investment Team
Carrier Partners
Quoting
Hootsuite Amplify - A social media library exclusive to HUB Capital Advisors
White Label Marketing Template
Comparison Handouts and Summary Guides
2024 Carrier Sweet Spots
Commissions
HUB Capital Advisor Employee Benefits Plan
Remote Order Entry (ROE)
RepVision Video Tutorials
Setup your @hubcapital.ca email
E-Signature for HUB Capital
Who do I contact when I have a question?
Practice Management Resources
Carrier Business Process Updates & e-Solutions
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Assumption Life: Link to eApp | Tutorial Video
Beneva: Link to eApp | Tutorial Videos
Equitable: Link to eApp | Tutorial Video
Empire Life: Link to eApp | Tutorial Video (password: fastandfull)
Industrial Alliance: Link to eApp | Tutorial Video
Manulife: Link to eApp | Tutorial Guide
Sun Life: Link to eApp
Assumption Life: Link to eApp | Tutorial Video
Beneva: Link to eApp | Tutorial Videos
Equitable: Link to eApp | Tutorial Video
Empire Life: Link to eApp | Tutorial Video (password: fastandfull)
Industrial Alliance: Link to eApp | Tutorial Video
Manulife: Link to eApp | Tutorial Guide
Sun Life: Link to eApp
Close
HUB's Sales Investment Team
Carrier Partners
Quoting
White Label Marketing Template
Comparison Handouts and Summary Guides
2024 Carrier Sweet Spots
Commissions
RepVision Video Tutorials
Who do I contact when I have a question?
Practice Management Resources
Carrier Business Process Updates & e-Solutions
HUB's Sales Investment Team
Carrier Partners
Quoting
White Label Marketing Template
Comparison Handouts and Summary Guides
2024 Carrier Sweet Spots
Commissions
RepVision Video Tutorials
Who do I contact when I have a question?
Practice Management Resources
Carrier Business Process Updates & e-Solutions
Close
Carrier Business Process Updates & e-Solutions
Return to Tools and ResourcesInsurance Carrier Investment e-signature policies >
Last updated 4/9/2021 - Any changes to process made by the carriers since this date will not be reflected here. If you are unsure of the process or want to verify, please confirm with the carrier in question or reach out to your regional investment processing team.
X
Comfort Letter for Clients
Return to Tools and Resources- June 2022 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
X
Comfort Letter for Clients
Return to Tools and Resources- April 2022 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- March 2022 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- February 2022 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- December 2021 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- Q3 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- Sept 2021 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- Q2 2021 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- June 2021 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- May 2021 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- July 24: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- Q2 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- July 17: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- July 3: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- June 26: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- June 12: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- June 5: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- May 29: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- May 22: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- May 15: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- May 8: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- May 1: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- April 24: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- March 27: Client Comfort Letter - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- March 12 Client Comfort Letter - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- CI Investments - Q1 Client Letter
- iA Investments - Client Letter Keeping The Right Perspective
X
Client Resources
Return to Tools and Resources- Invesco - Navigating Volatility
- Fidelity Investments - Investing for Success
- 2019 Morningstar Andex Chart
- Mackenzie Investments Investing Insights
- Mackenzie Investments One-step Dollar Cost Averaging
- Manulife Investments - Five timeless principles for investing success
- BMO Global Asset Management - Missing the best days in the market
- Sun Life Global Investments - Diversification can help smooth out returns over the long term
- Sun Life Global Investments - Does it pay to stay invested when markets fall?
- iA Financial Group - Don't lose twice - After Periods of Market Volatility, how long will it take for you to recover?
- BMO Mutual Funds - Some of the top reasons not to invest over the last 3 decades
- BMO Global Asset Management - Defensive Growth Equity Investing Protection and Growth – You Can Access Both
- iA Wealth – How history proves that staying invested when things get rough pays off in the long run
- iA Wealth - Stick with Your Plan and Keep Your Perspective
- iA Financial Group - Enter, Exit or Stay Put? Protect Your Investments From Your Emotions!
X
Introducing RBCI E-Signatures on GIFs & Annuities Apps
Return to Carrier Business Process Updates & e-Solutions- RBC Accepting e-signature for Seg Fund and Annuity applications
- DocuSign- How to e-Sign using DocuSign
- Application - RBC Payout Annuities
- RBC Guaranteed Investment Funds Application for Registered and Non-Registered Contracts
- RBC Guaranteed Investment Funds Application for Tax-Free Savings Account (TFSA)
X
You can now complete Manulife Segregated Fund and GIC applications non face to face using online transactions.
Manulife Seg Fund Business
Return to Carrier Business Process Updates & e-SolutionsYou can now complete Manulife Segregated Fund and GIC applications non face to face using online transactions.
- Submitting a new registered contract in Online Transactions
- Submitting a new non-registered contract in Online Transactions
- Using DocuSign in Online Transactions
- Manulife has made it easier to do inforce changes and transactions and also do not need a wet signature
- Manulife Investments Client Signature Requirements for Segregated Funds, GICs/Term Funds and Annuities
- Dual Method Identification Form NN1663 | Français
- Making it easier to submit segregated fund and GIC business during Coronavirus
X
Links to non-face to face investment e-app videos
Return to Carrier Business Process Updates & e-Solutions- Manulife Introduces E-Signatures for Segregated Fund Applications
- Empire Life (password: fastandfull)
- Equitable Life – register to view an online video demonstration
- iA Financial Group (please note the presentation will begin 4 minutes into the video)
X
Carrier Business Process Updates & e-Solutions
Insurance Carrier Investment e-signature policies >
Last updated 4/9/2021 - Any changes to process made by the carriers since this date will not be reflected here. If you are unsure of the process or want to verify, please confirm with the carrier in question or reach out to your regional investment processing team.
X
Comfort Letter for Clients:
Return to Investment Advisor Resources- March 2022 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
X
Comfort Letter for Clients:
Return to Investment Advisor Resources- February 2022 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- December 2021 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- Q3 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- Sept 2021 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- Q2 2021 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- June 2021 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- May 2021 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- July 24: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- Q2 Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- July 17: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- July 3: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- June 26: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- June 12: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- June 5: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- May 29: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- May 22: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- May 15: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- May 8: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- May 1: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- April 24: Client Comfort Letter - General - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- March 27: Client Comfort Letter - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- March 12 Client Comfort Letter - This letter can act as a template for you to send to your clients.
(If you are a HUB Capital advisor, you cannot alter the content of this letter for Mutual Fund clients, but you can put it under your letterhead.)
- CI Investments - Q1 Client Letter
- iA Investments - Client Letter Keeping The Right Perspective
X
Client Resources:
- Federal & Provincial Economic Response to COVID-19
- Invesco - Navigating Volatility
- Fidelity Investments - Investing for Success
- Mackenzie Investments - Federal tax & income support measures to combat the effects of COVID-19
- Mackenzie Investments - A quick review on Canada’s economic response plan
- Highlights of Canada's COVID-19 Economic Response Plan
- 2019 Morningstar Andex Chart
- Mackenzie Investments Investing Insights
- Mackenzie Investments One-step Dollar Cost Averaging
- Manulife Investments - Five timeless principles for investing success
- BMO Global Asset Management - Missing the best days in the market
- Sun Life Global Investments - Diversification can help smooth out returns over the long term
- Sun Life Global Investments - Does it pay to stay invested when markets fall?
- Sun Life Global Investments - Don't Blame COVID-19, Cash Flow was poor to begin with
- iA Financial Group - Don't lose twice - After Periods of Market Volatility, how long will it take for you to recover?
- BMO Global Asset Management - Macro outlook in times of the coronavirus: This is not a 2008 song
- BMO Mutual Funds - Some of the top reasons not to invest over the last 3 decades
- BMO Global Asset Management - Defensive Growth Equity Investing Protection and Growth – You Can Access Both
- iA Wealth – How history proves that staying invested when things get rough pays off in the long run
- iA Wealth - Stick with Your Plan and Keep Your Perspective
- iA Financial Group - Enter, Exit or Stay Put? Protect Your Investments From Your Emotions!
X
Introducing RBCI E-Signatures on GIFs & Annuities Apps:
Return to Investment Advisor Resources- RBC Accepting e-signature for Seg Fund and Annuity applications
- DocuSign- How to e-Sign using DocuSign
- Application - RBC Payout Annuities
- RBC Guaranteed Investment Funds Application for Registered and Non-Registered Contracts
- RBC Guaranteed Investment Funds Application for Tax-Free Savings Account (TFSA)
X
You can now complete Manulife Segregated Fund and GIC applications non face to face using online transactions.
Manulife Seg Fund Business:
Return to Investment Advisor ResourcesYou can now complete Manulife Segregated Fund and GIC applications non face to face using online transactions.
- Submitting a new registered contract in Online Transactions
- Submitting a new non-registered contract in Online Transactions
- Using DocuSign in Online Transactions
- Manulife has made it easier to do inforce changes and transactions and also do not need a wet signature
- Manulife Investments Client Signature Requirements for Segregated Funds, GICs/Term Funds and Annuities
- Dual Method Identification Form NN1663 | Français
- Making it easier to submit segregated fund and GIC business during Coronavirus
X
Links to non-face to face investment e-app videos:
Return to Investment Advisor Resources- Manulife Introduces E-Signatures for Segregated Fund Applications
- Empire Life (password: fastandfull)
- Equitable Life – register to view an online video demonstration
- iA Financial Group (please note the presentation will begin 4 minutes into the video)