Next level efficiency
Avoid paper forms and lengthy processing! Mobile Office is a remarkably intuitive iPad app that allows you to perform most of your day-to-day savings and investment transactions online.
Work quick
Our entire external sales force (including Fundserv brokers) has access to the Mobile Office, the quick way to submit applications and investment instructions online. Once you try it you won’t want to work without it.
Work smart
Mobile Office is also a secure channel! All electronic forms are automatically sent by email as a secure attachment. Data is protected at all times and the process is transparent for clients.
Supported products and transactions
There’s a lot you can do on the go:
How it works
Mobile Office, step-by-step
To use Mobile Office, you must be contracted with Beneva and have an active Advisor Centre account—you’ll be using the same credentials to log into the app. And since this is an iPad app, you also need to have an iPad running iOS 12 or a more recent version.
You must contact us so we can email you the link to download Mobile Office.
Request download linkMobile Office is THE savings and investments form that follows you wherever you go.
Send in new applications or instructions for existing contracts in just a few clicks.
Documents can be signed remotely or in person. Mobile Office also saves you time by letting your clients know when they need to sign documents.
You can rest easy, and so can your clients! Electronic forms are emailed as a secure attachment to you, your client and your general agent. We keep personal information safe at all times.
More questions about Mobile Office? We've got more answers.
Yes there is!
For security reasons, you must send cheques by regular mail with the client’s name and date of birth or client number.
Bank deposits, however, are the recommended option as the safest and quickest way to go.
Mail the cheque to the following address:
Individual Insurance and Financial Services
625 rue Jacques-Parizeau
Québec QC G1R 2G5
Mobile Office will send you and your client your respective copies by email as a password-protected attachment. You and your client each have your password. Clients with no email address ? No worries, they get their copy by mail.
The answer to this question (and many others !) is in our User Guide.
- Head over to the Document Centre and select the PDF form you want to edit (application/instructions)
- Fill it out and have your client sign it
- Log in to the secure investment platform
- Click Write to us (main menu)
- Fill out the form, attach the PDF and hit send
Shortcuts to keep it simple
Get in touch with our team
All the support and people you need, from sales to partner services. We're just a click or call away.
