• Client’s signature (original is not required) on an instruction letter or on our form “Agreement to guarantee Interest Rate”. 

OR

• Email from the advisor to ir.investment@uvinsurance.ca mentioning client’s name, chosen product and term.

• Copies of the application and transfer form with wet signature OR PDF with electronic signature*, by email/fax with contract number if applicable (additional deposit).

OR

• Email to ir.investment@uvinsurance.ca mentioning client’s name, amount to be received, chosen product and rate requested, expected date of receipt of funds and the delivering institution.

The deposit (transfer cheque) must be received at our offices within 45 days of the guarantee rate request and be cashable within this period.

• Copies of the application with wet signature.

OR

• PDF application with electronic signature*, and of the cheque, by email/fax with contract number if applicable (additional deposit).

OR

• Email to ir.investment@uvinsurance.ca mentioning client’s name, amount to be received, chosen product and rate requested, and expected date of receipt of funds.

The original application (in paper format with wet signature) must be mailed with the cheque. All documents must be received at our offices within 15 days of the guarantee rate request. The cheque must be cashable within this period.

• Copies of the application with wet signature

OR

• PDF application with electronic signature* and of the pre-printed cheque specimen, by email/fax with contract number if applicable (additional deposit).

OR

• 
  Email mentioning client’s name, chosen product and rate requested.

The duly completed documents must be received within 15 days of the guarantee rate request and the debit must be made within this period.