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