The new segregated fund EZcomplete cloning feature will save time and errors.
The new cloning feature for Savings & Retirement EZcomplete® applications means that advisors don’t need to enter the same client information when completing multiple applications for the same client.
Here's how easy it is to use.
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Best of all, you can clone in progress and submitted applications.
This is just some of the information that will be automatically copied:
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Name
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Date of birth
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Gender
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Occupation
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Address
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Phone numbers
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Email address
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Social Insurance Number
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All beneficiary information
The new EZcomplete cloning feature will save advisors time and reduce errors.
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If you have any questions, contact your Regional Investment Sales Manager
® denotes a trademark of The Equitable Life Insurance Company of Canada.
Posted April 6, 2023