Resolution Life has approved Advisers sending emails through to us on any customer transaction for two reasons:
- To create an efficient communication system between Resolution Life and Advisers, and
- To ensure we manage requests from Advisers effectively.
When sending information through email there is a high risk, as the email could be hacked and the fraudster could be utilizing the email, posing as the customer and requesting changes to certain information. To mitigate the risk around fraudulent information being sent through and to provide the relevant information for a transaction to be completed, we have set up the following processes.
Please note: the My Resolution Life portal is the preferential point of contact between yourself and Resolution Life.
Process
- All emails sent in by yourself must:
- be from your nominated email address (email address that Resolution Life has on file/ system),
- have the customer nominated email cc’d.
The following transactions are in scope
Alterations
- Cancellations
- Withdrawals and maturities (follow normal business payment rules)
- Increase/decrease in sum insured
- Addition or cancellation of benefit
- Reassessment
- Reinstatement applications
- Continuation options
- New Business options
- Loans on policy
- Transfer of ownership – Original documentation needs to be mailed in as well
- Death vesting
- PoA - Original documentation needs to be mailed in as well
- EPoA - Original documentation needs to be mailed in as well
If you have any questions, please do not hesitate to contact us at askus@resolutionlife.co.nz.
Other articles from the August newsletter
Important information
Resolution Life Australasia Limited ABN 84 079 300 379, NZ Company No. 281363, AFSL No. 233671 (Resolution Life) is part of the Resolution Life Group. The content on this website is for information only. The information is of a general nature and does not constitute financial advice or other professional advice. Before taking any action, you should always seek financial advice or other professional advice relevant to your personal circumstances. While care has been taken to supply information on this website that is accurate, no entity or person gives any warranty of reliability or accuracy, or accepts any responsibility arising in any way including from any error or omission.
A disclosure statement is available from your Adviser, on request and free of charge.
