Create New Envelope - eContracing for GWF

Thank you for choosing ivari. We want every advisor to have a positive experience with us. We are committed to contracting dedicated and professional advisors.

Applicant’s information

Before completing this document, please ensure that you have at least 30 minutes of uninterrupted time available. This application must be completed in one session because the document cannot be saved and returned to at a later time. As well, please make sure that you have the following documents saved on your computer/digital device and they are available for you to upload.

E&O
License (unless requesting license sponsorship)
Void cheque/payment instructions
Bankruptcy discharge/ consumer proposal documents (if applicable)
If a corporation, Articles of Incorporation including the page showing the Directors
Exam marks (if requesting license sponsorship)
Police Clearance Report

Enter information below and submit to start the process.

* is a mandatory field.

Are you applying for a contract in: * Your individual name or A corporation name

Advisor contact information

Applicant's first name *

First name is required.

Middle initial

Applicant's last name *

Last name is required.

Business email *

Email is required. Invalid email address.

Contract name *

Contract name is required.

Business address *

Address is required.

City *

City is required.

Province *

Province is required.

Postal code *

Postal code is required. Invalid postal code.

Branch office *

Branch office is required.

Questions

1. Do you have you at least 30 minutes of uninterrupted time available to compete the application?

Please visit us again when you are ready.

Yes No

2. Are the documents mentioned above (where applicable) available for upload?

Please visit us again when you are ready.

Yes No

3. Do you have additional Director(s) or Shareholder(s) with 20% or more share in the contracted name?

Yes No

3a. Is the Advisor Screening Questionnaire completed, printed, signed and saved on your computer/digital device for each director/shareholder with 20% or more ready to be uploaded?

Please have a saved copy of all the completed DCC1698 before proceeding.

Yes No