Online Applications - (Retirement Planning only)
Online applications (which can be recalled from previous illustrations) are accepted without a signature where the client is paying all premiums and/or any transfers can be completed through Origo Transfers.
In lieu of a wet signature, the answers you input into the online quote and apply system, along with the Declaration and Important Notes, will be issued to your client(s) in the form of an Application Summary as a record of what you have submitted to us on their behalf.
A wet signature is required where a third party is contributing to the plan or where transfers are coming from non Origo schemes and a transfer discharge signed by the client is required.
To access our online services you need to be registered for eServices.
Find out more about eServices.