F10-306A
October 2021
F10-306A(21-10)
To : Compensation Sales Networks / transfer@ia.ca
From (agency): ______________________________________________________________ Date:
Comments: _________________________________________________________________________________________________
_____________________________________________________________________________________________________________
Rules for signatures:
— The branch manager’s signature is mandatory;
— For a request with more than 10 contracts, the RVP’s signature is mandatory;
— For a request for transfer to an S.U. 90+, the RVP’s signature is mandatory;
— For a request for an inter-agency transfer, the signatures of both branch managers involved and the transferring RVP are mandatory.
If there are more than 10 contracts,
attach an Excel file to your request
Before transfer After transfer
Contract no. Advisor’s code Agency code S.U. Advisor’s code Agency code S.U.
Signature Name Branch manager Date
Signature Name Branch manager Date
Signature Name Regional Vice-President Date
REQUEST FOR MODIFICATION
OF SERVICE ADVISOR
iA Financial Group is a business name and trademark of
Industrial Alliance Insurance and Financial Services Inc.
ia.ca
click to sign
signature
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click to sign
signature
click to edit
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click to sign
signature
click to edit
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