- Online applications are accepted without a signature where the client is paying all premiums and/or any transfers can be completed through Origo Transfers.
- The answers you input into the online quote and apply system, along with the Declaration and Important Notes, will be issued to your client(s) in the form of an Application Summary.
- A wet signature is required where a third party is contributing to the plan, or where transfers are coming from non Origo schemes and a transfer discharge signed by the client is required.
For applications that can’t be made online, you can download a pre-populated paper application when you produce an illustration.
In specie applications should be made using the following paper application form (PDF):
Before making an application you should ensure that your client has been provided with: