How do I change the advisor on my policy?
You can send us a completed Request for Change of Servicing Representative Form (DCC 369) or a Letter of Direction, signed by the policy owner(s) and the new servicing agent. Be sure to include your policy number(s). The fastest and easiest way to send us your completed and signed forms is through our online tool. By using this tool, forms are sent instantly! Alternately, you can mail your completed forms to:
P.O. Box 4241, Station A
Toronto, ON M5W 5R3