Ask for the portfolio rate!
What is the portfolio rate?
Clients or couples (spouses) who have one or more investments with UV Insurance can receive the rate that applies to the total assets they hold, for all plans combined. Mention it in your investment application!
How do I get a rate guarantee?
|28 days||30 days||7 days|
|Client’s Signature (original is not required) on an instruction letter or in our form « Agreement to guarantee Interest Rate » + Product and desired rates||A copy of the application and by email/fax/written with: Contract # if available or an email Client’s name + Product and rates requested + Amount expected + Delivering institution + approximate date of receipt the funds. The original documents must be sent to us by mail and the transfer cheque must be received within 30 days of the request.||A copy of the application and the cheque by email/fax/written with: Contract # if available or an email Client’s name + Product and rates requested + Amount expected + Delivering institution. The original documents must be received at our offices within 7 days of the request.|
|The guaranteed rate will be the given one upon the renewal, regardless if the current in force rates have changed.||The highest between the guaranteed rate, upon reception of the application or current rate upon reception of the transfer.||Requested rates or current rates if higher.|