1. Distributor Portal
  2. Frequently Asked Questions

Account

  • How do I open an account?
  • How do I close an account?
  • How do I add or change a distribution mandate to my account?
  • How do I change the designation on an account?
  • How can I check to see if a Coverall is in place on my account?
  • How do I change the address on an account?
  • How do I change the servicing agent on an account?
  • How do I change the address for an agent?
  • Where do I find an application form?
  • FATCA/CRS Self Certification
  • How do I set up a coverall account
Help
  • Back To Distributor Portal
  • Contact Us
Agent
  • Agent Login