Transcription of Request for Change of Servicing Representative - ivari
1 500-5000 Yonge Street Toronto, ON M2N 7J8. Telephone: 416-883-5000. Request for Change of Servicing Representative Policyholder Request to Change Policy Servicing Representative This section is to be authorized by the Policyholder/Owner and submitted to the New Representative . I, Request that Policyholder (Owner) New Representative replace my current Servicing Representative for the following policies with ivari . Policies: If policy number unknown: Policy owner's date of birth: Policy owner's SIN (Optional): . PRINT TO SIGN Policyholder's (Owner) Signature Date PRINT TO SIGN Policyholder's (Owner) Signature Date Representative Authorization This section is to be completed by the New Representative and submitted to the Distributor Office or Dealer and forwarded to ivari 's Head Office. Investment Product business will be transferred for both Servicing , future commissions and overrides effective the date this Request is received at Head Office.
2 New Representative Name (please print) New Representative /Advisor Code PRINT TO SIGN. New Representative Signature New Distributor Office/Dealer Code ivari and the ivari logos are trademarks of ivari Canada ULC. ivari is licensed to use such marks. DCC369 9/15.
