facebook twitter instagram linkedin google youtube vimeo tumblr yelp rss email podcast phone blog search brokercheck brokercheck Play Pause
E-signature now available for segregated fund and GIC applications and one-time PAC deposits Thumbnail

E-signature now available for segregated fund and GIC applications and one-time PAC deposits

With the goal of supporting advisors in delivering exceptional client service, especially when in-person meetings are not an option, Manulife is excited to offer e-signature capability for completing new segregated fund and GIC contracts as well as one-time PAC deposits using Online Transactions (OLT). For a quick overview, check out this new video.

As of November 16th, 2020, we’ve added e-signature functionality for one-time PACs to existing contracts. This gives clients another option to make a touchless deposit to an existing segregated fund contract or guaranteed interest contract (GIC). In October, 2020, we introduced the bank bill payment option, which allows clients to make deposits to their contracts through online banking. If clients don’t have online banking, the new one-time PAC deposit solution provides an alternative.

Getting started is easy

Submitting new segregated fund or GIC contract applications using Online Transactions is very user-friendly, and this step-by-step video takes you through the process. Using this new e-service eliminates both the need for in-person meetings to collect signatures, and the printing of applications for scanning and faxing purposes*.   


Verification safeguards

As part of the client authentication process, advisors create a unique verification code for each applicant that they’ll provide to them via phone call or text. With these safeguards in place, the client receives the application securely and can also easily download a PDF copy for their records. 


Online Transactions support

Using Online Transactions is a faster, more efficient, and more secure way to submit applications. Visit the one-stop Online Transactions hub for all information and resources pertaining to Online Transactions at www.Repsource.ca/OnlineTransactions (login required). 


Watch for updates as e-signature capability will be offered soon for more transactions. Advisors who already have a DocuSign account can continue to use it for any forms, including applications, provided it’s submitted with a Certificate of Completion.



For questions, please contact the Manulife Investment Management Contact Centre by phone at 1-888-790-4387 (outside Quebec) or 1-800-355-6776 (Quebec), or email Manulife_Investments@manulife.ca


*Please note supplemental forms will not be eligible for e-signature at this time unless you are using your own DocuSign account.


Copyright Manulife



© 2020 Manulife. As one of Canada’s largest integrated financial services providers, Manulife offers a variety of products and services including insurance, living benefits, segregated fund contracts, mutual funds, annuities and guaranteed interest contracts. The persons and situations depicted are fictional and their resemblance to anyone living or dead is purely coincidental. This media is for information purposes only and is not intended to provide specific financial, tax, legal, accounting or other advice and should not be relied upon in that regard. Many of the issues discussed will vary by province. Individuals should seek the advice of professionals to ensure that any action taken with respect to this information is appropriate to their specific situation. E & O E. Manulife Mutual Funds and Manulife Exchange‑Traded Funds (ETFs) are managed by Manulife Investment Management (formerly named Manulife Asset Management Limited). Manulife Investment Management is a trade name of Manulife Investment Management Limited. A division of Manulife Asset Management Limited. Commissions, trailing commissions, management fees and expenses all may be associated with investments in the Manulife Mutual Funds and Manulife ETFs. Please read the ETF facts/fund facts as well as the prospectus before investing. The Manulife Mutual Funds and Manulife ETFs are not guaranteed, their values change frequently and past performance may not be repeated. Any amount that is allocated to a segregated fund is invested at the risk of the contractholder and may increase or decrease in value. Manulife, Manulife & Stylized M Design, and Stylized M Design are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license.