Owner Acknowledgement/ Authorization Clause Samples
Owner Acknowledgement/ Authorization. All Owners, Annuitants and Second Life (if applicable) must read and sign this Section Please ensure all mandatory sections have been completed. *Parent/Guardian Signature is only required for In Trust For contracts where the Beneficial Owner is under the age of 16 (18 in Quebec). I (We) acknowledge that the application consists of this Application/Electronic Signature Form and any information submitted through the Electronic Application.I (We) hereby acknowledge having read the provisions contained in the ”Sun Life Financial Privacy Statement for Canada“ and”CI Investments Privacy Statement for Canada“, contained in this Application, and I (we) hereby agree to them and hereby authorize Sun Life Assurance Company of Canada and CI Investments to obtain, use, and transmit to its agents and service providers, personal information about me for the purpose of the administration of this Contract.I (We) request that all documents delivered to me (us) in connection with this Contract be written in English. Je (Nous) demande(ons) que tous les documents qui me (nous) sont remis avec ce contrat soient rédigés en langue anglaise.I (We) acknowledge receipt of the Individual Variable Annuity Contract and Information Folder including any Supplements, and the Fund Facts prior to signing the Application.I (We) acknowledge receipt of the relationship brochure entitled A Clear Connection: Your Relationship with Sun Life Financial.I (We) certify that all information recorded in the Application, which consists of this signed document together with the Electronic Application, if applicable, may be relied upon as full, accurate, complete and true.I (We) agree to provide any further information which may be required in connection with the registration and administration of this Contract. By completing the Pre-Authorized Chequing Plan (PAC) and/or Banking Information/Payment Plan Details Section(s), I (we) declare that all persons whose signatures are required to authorize transactions in the bank account provided have read and agreed to the PAC terms and conditions as outlined at the front of this Application. Request for Registration (Must be completed for RSP, LIRA, Locked-In RSP, RLSP, LIF, LRIF, PRIF and RLIF Contracts) ❍ Yes, Sun Life Assurance Company of Canada is requested to register the above policy as a Retirement Savings Plan under the Income Tax Act (Canada) and under any applicable provincial legislation. ❍ Yes, Sun Life Assurance Company of Canada is requested to re...
