Onboarding Form

This form will automatically save while entering information.
You will be able to leave the page and come back at a later date to continue the form.

If you need to make any changes after you've already submitted an application please email us at Siteforward@Manulife.ca.

Primary Advisor

Full Name*

Email Address*

Selling code*

Main Contact for Website

You can leave this empty if the Primary advisor is the main contact

Full Name

Email Address

Business Information

Business/Trade Name*

Address*

Phone Number*

Toll Free Number

Fax Number

Other Numbers

Registration Information

Registered with Provincial Government

Yes No

Registered with Insurance Council

Yes No

Registered as an OBA with Dealership

Yes No

Someone approved for Financial Planning

Yes No

Someone part of Planning Oriented Advisor Program

Yes No

* Required Fields

If you need to make any changes after you've already submitted an application please email us at Siteforward@Manulife.ca.