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News from Desjardins Insurance
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July 30, 2018

Welcome and enjoy!

INVESTMENTS

OCTOBER GUARANTEE ADVANTAGE CAMPAIGN: NO MAJOR CHANGES

Great participation rates will continue with the Canadian Diversified basket:

  • 120% for Deposits of $250,000 or more
  • 110% for Deposits of $25,000 to $249,999
  • Unlimited potential maximum returns for all Deposits of $500 or more

And there’s also a slight increase to the potential maximum return for Global Financials with a term of 3 years and 2 days (12% to 13%)!


Term/basket combinations available as of July 28, 2018:

  • Term of 3 years and 2 days
    • Global Financials
  • Term of 5 years and 2 days
    • Global Financials
    • Europe
    • Global Diversified
    • Canadian Diversified


To find out more about the October 2018 campaign:

Visit the Previous Campaigns section for more information about Guarantee Advantage campaigns.

 

COMPLIANCE

REMINDER: PROCEDURE FOR VALIDATING YOUR LICENCE AND LIABILITY INSURANCE

Since January 12, 2018, insurance applications submitted to New Business and Major Changes are now automatically validated by our systems.

Before accepting a transaction, Desjardins Insurance is required to validate your licence and liability insurance. If they’re not valid, the transaction is rejected and the application will be sent back to you.

To avoid delays, make sure you are aware of the following requirements:

  • To ensure your licence and liability insurance are active in our systems, you must send your renewals to licensing@dfs.ca.
  • Before sending a first piece of business, a pending code must be requested by email at compensation@dfs.ca, with valid licence and liability insurance.
  • Your representative code must be clearly written on all applications sent to New Business or Major Changes.

These simple steps will streamline processing and ensure the shortest possible turnaround times.

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