Operations Memo

OM_2021-05; Update on B2B Bank Dealer Services E-Authorization Form

For more information, contact:

Advisor Services Team

Date Issued:

October 12, 2021

As you may recall back in April 2020, B2B Bank Dealer Services had agreed to allow the use of electronic signatures for New Account Application Form and Non-Financial Account Changes Form if each prescribed form was submitted with an eSignature Authorization form.

After further review, B2B Bank Dealer Services has created a dealer approved list of e-signature dealers.  As a result, the B2B Bank e-Signature Authorization form is no longer required with each document submitted to B2B Bank Dealer Services for processing.

As always, if you have questions or comments, contact the Advisor Services Department by email at advisorservices@gpwealth.ca.