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GENESIS-IRIS
MAY 2021: DOCUMENTATION FOR THE SMOOTHED RETURN DIVERSIFIED ACCOUNT (SRDA)
Advisor Documents
SRDA Guide
Form F10A (for new deposits and transfers)
Advisor/Client Documents
Profile
Fund facts
Endorsements
Genesis 1 IRIS
Genesis 2 IRIS
Genesis 3 IRIS
Genesis 4 IRIS
Genesis 5 IRIS
Genesis 5 IRIS EXTRA
Genesis 5 IRIS PLUS
Genesis 5 IRIS PLUS EXTRA
Genesis 6 IRIS
Genesis 7 IRIS
Genesis 8 IRIS
Genesis 9 IRIS
Genesis 10 IRIS
Genesis 11 IRIS
Marketing and Administration
Documents
Genesis-IRIS Product Guide
CLF Guide
CLF at a Glance
Policy Loan at a Glance
SRIA at a Glance
Product Presentation (PowerPoint presentation)
Insurance Forms
F4A Change Request
F5A - Beneficiary, Trustee, Assignment for Collateral
F6A - Surrender, Policy Loan, Dividends, Partial Withdrawal
F10A - UL Investment-Withdrawal Request
F51-208A – Confrmation of Identity - Money Laundering
and Terrorist Financing Act
Sample Insurance and Loan Contracts
Genesis-IRIS - Insurance contract
CLF Loan Agreement - Outside Quebec
CLF Collateral Assignment Agreement - Outside Quebec
Limited recourse guarantee - Outside Quebec
Loan forms
CLF Loan Application
CLF Loan Advance Form
Certified copy of resolutions
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