Documents

Underwriting : case preparation

The documents below are made available to you to facilitate the exchange of information with our teams and optimize the underwriting process.

Pre-Qualification Questionnaire Cover letter_examples Cover letter_Content Checklist

Implementation Guides

The technical documents below are made available to you to deepen your understanding of the strategies and concepts or prepare their deployment.

Immediate financing arrangement (IFA) Balance sheet strengthening

Reference documents

The documents below are made available to you to support you in developing strategies.

Transfer of ownership of a life insurance policy involving a corporation Capital dividend account