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SSQ Financial Group

End of year processing

You will find important information relating to year-end transactions processing for individual insurance and investment.

INDIVIDUAL INSURANCE

New business


 
ACTIVITY REQUIREMENT DEADLINE TO RECEIVE THE REQUIREMENT IN ORDER TO PROCESS THE ACTIVITY IN 2017*
Application data entry (to start the underwriting process) Fully completed application (including signature pages of the electronic express application) must be received at the New Business department Wednesday, December 20, 2017
Policy issue Receipt of the final requirement at the Underwriting department Wednesday, December 20, 2017
Policy settlement Receipt of the final settling requirement at the New Business department Friday, December 22, 2017

Policy changes requiring underwriting (in-force business)
 
ACTIVITY REQUIREMENT DEADLINE TO RECEIVE THE REQUIREMENT IN ORDER TO PROCESS THE ACTIVITY IN 2017*
Policy change data entry (to start the underwriting process) Fully completed request must be received at the In-force Business department Wednesday, December 20, 2017
Policy issue Receipt of the final requirement at the Underwriting department Wednesday, December 20, 2017
Policy settlement Receipt of the final settling requirement at the New Business department Friday, December 22, 2017
*Important: before 12:00 p.m.

INVESTMENT

Transaction dates for segregated funds

There will be no unit value calculation on December 26 and 27, 2017, and January 2, 2018. Transaction requests received on these days will be processed on the following business day (i.e., December 28 or January 3) using the unit value on that date.

 
TRANSACTION DATE TRANSACTION DATE
December 26, 27, 28 2017 (before 2 p.m.) December 28 2017
December 29, 2017 (before 2 p.m.) December 29 2017
January 2, 2018 (before 2 p.m.) January 3 2018


Payment dates for RRIFs / LIFs

Since our offices will be closed until January 3, RRIF / LIFs payments will be sent to the financial institutions as of January 4, 2018. Your clients will receive their payments thereafter.

FINAL SPRINT TO QUALIFY!

You have until the end of December 2017, to combine your individual insurance and investment sales credits to obtain a Merit bonus.

If you joined SSQ during the year, sales credits required to be eligible for a bonus will be pro-rated. Contact your SSQ representative for more information.

Note

For sales of eligible SSQ GIFs, amounts must be received by SSQ, Life Insurance Company Inc. no later than 2 p.m. on December 29, 2017, and be invested on the same day. For individual insurance sales, the insurance contract must be issued by December 29, 2017, at the latest.

 



Visit our web site: www.ssq.ca
To Contact Us
QUEBEC SALES OFFICE
Individual Insurance and Investment
1-888-292-8483
sales.insinv.qc@ssq.ca
ONTARIO, WESTERN AND ATLANTIC CANADA SALES OFFICE
Individual Insurance and Investment
1-888-429-2543
sales.insinv@ssq.ca
CLIENT SERVICES
Investment
1-800-320-4887
service.inv@ssq.ca
Individual Insurance
1-800-565-4550


SSQ, Life Insurance Company Inc. 2515 Laurier Boulevard, P.O. Box 10510, Stn Sainte-Foy, Quebec City QC G1V 0A3
SSQ Insurance Company Inc. 1225 Saint-Charles Street West, Suite 200, Longueuil QC J4K 0B9

© 2017 SSQ, Life Insurance Company Inc. / SSQ Insurance Company Inc. Any unauthorized use, copy or distribution of this email is strictly prohibited.

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