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Change to the Electronic Signature Procedure

June 12, 2025

Category: Compliance

We would like to inform you that an update has been made to our client electronic signature procedure to prevent potential cases of fraud.

Effective immediately, you will no longer be able to send documents for signature to any email address or cell phone number other than those listed in the client’s file. It is essential that you use only the information available in the client file. 

In the event that this information is incorrect, please follow these steps: 

  • Update the client’s contact information (cell phone or email address) using the appropriate procedure. 
  • Add a note to the client file to document the update. 
  • Send the document for signature after updating the information. 

Please note that Administrative Procedure #42 and the Electronic Signature Guide will be updated shortly to reflect these changes. 

Should you have any questions, please do not hesitate to contact your Compliance Officer.