Canadian AIF Signing Process System user`s manual
Contents
1. Click on a contracts ID number to review it Dashboard Lloyds 2502 Contracts Bound b Agreement Visualizer F ip Publisher Email UMR Hag 14601 stagesm brokersrus com 10011010 Ties 14694 stage si brokersrus com 00111021270 rio Gi Rig 14554 stages brokersrus com This opens the document in a new window or tab depending on your browser Upon opening a contract for review you will be prompted to click Complete Doing so logs a review acknowledgement as tracked by the Canadian AIF indicating that you have opened and reviewed the contract Review T Click Complete to finalize or click Review Document to Whew Complete Review Document If you wish to review the contract without sending an acknowledgement click on Review Document Once you have clicked Complete a final window will appear confirming that you have completed the agreement Click OK 26 LLOYDS You have completed this agreement Upon clicking GK you can click Sawer Print at the top of the screen to open a printable PDF file which can be saved to your system OF A submitted contract cannot be edited or otherwise altered though the icon array at the bottom of the screen allows you to perform a variety of tasks 4 2 Reviewing a contract submission by e mail A submitted contract can be viewed either by e mail or through the AIF Signing System To view a submitted contract by e mail click o2. LLOYDS Wet Ink Coversheet Lloyds Inc Canadian AIF Signing System 1 866 640 3878 Please note that the listed fax number is for internal use only Select the second and third checkboxes Selecting these checkboxes is required W certify that the parties intend in accordance with LMA5180 LMA5181 or LMA5182 that the AIF shall confirm coverage in respect of the attached contract wW certify that each managing agent for the subscribing syndicates has confirmed it has submitted a mandate authorising the AIF to confirm coverage in Canada O confirm that am the only recipient of this insure in Canada contract Please note that the Lloyd s broker will be copied in to all communications SP He partie ntecnailian aif To submit using Wet Signature do not select the third item in order for the recipient details to be generated on Page 2 of the Submit eForm Complete the name and address for each recipient 23 LLOYDS EN A Save In Process B Complete Save as Template Lloyds London2 v 7 Show Agree Recipient Details Submitting Broker g name S O B l EAI lisi Edit I Select Complete located at the top of the screen Mail your document package including the above mentioned cover sheet to FAO Mr Sean Murphy Lloyd s Canada Montreal Office Suite 2220 1155 Metclafe Street Montreal Quebec H3B 2V6 CANADA 24 LLOYDS HOW TO REVIEW A SUBMITTED CONTRA
3. Signing a new checkbox will appear next to a new drop down prompting you to attach the second document the Global Contract Attached files will be displayed on the left hand side of the screen Select the second and third checkboxes Selecting these checkboxes is required Selecting these checkboxes certifies that the submitted contract includes the required LMA wording NOTE Contracts that do not include the required LMA wording LMA5180 LMA5181 or LMA5182 will not be bound 17 LLOYDS M certify that the parties intend in accordance with LMA5180 LMA5181 or LMA5182 that the AIF shall confirm coverage in respect of the attached contract wW certity that each managing agent for the subscribing syndicates has confirmed it has submitted a mandate authorising the AIF to confirm coverage in Canada LJ confirm that am the only recipient of this insure in Canada contract Please note that the Lloyd s broker will be copied in to all communications Sa department canadian aif Selecting the last checkbox confirms that you are the only recipient of the contract If you are not the only recipient leave the checkbox unselected NOTE The facility which allows the submitting broker to designate himself as the receiving broker should only be utilised where the submitting broker is the policyholder s agent for example where there is a global placement If submitters are unsure who is the policyholder s agent they sho
4. unlock secure fields Save Cancel a iaaa aE F Complete the requested information but noting the following Ensure only Publisher is selected The Verify Identity checkboxes are not used and should remain Off The Can unlock secure fields checkbox is not used and should remain unselected Click Save A window will open confirming that you have successfully added a new User Click OK On completion an e mail will be sent from the Canadian AIF System to the new User prompting them to complete registration 13 LLOYDS The new User will appear in the Users section LLOYDS __ Folders Dashboard Users C Search eee mE Last Name First Name Email Roles L amp Beaudoin Bev andre_farant hotmail Administrator L A Doe John userbrok gmail com Administrator l amp Jones Bob canbrok2 gmail com Administrator L amp Pendleton Billy andre andrefarant co Administrator Company Lloyds London3 Last Name First Name Email Search Reset Each User will be required to register before they will be given access to the AIF Signing System amp A new User s icon remains blue until the User has registered Once the new User has registered the User s icon will appear green amp 2 2 Adding a Super User New Super Users can only be added by Canadian AIF To request the creation of a Super User please e mail ca
5. you may now access the AIF Signing System at www telussecurecontracts com You will be prompted to login using your e mail address and password LLOYDS Forgot Password EN ri A A amp Login 10 LLOYDS HOW TO ADD AND MANAGE USERS The following section is intended for Super Users A new User can only be added by a Super User There is no limit to the number of Users within a company 2 1 Adding a User From the Home Page select Manage Users on the left hand side of the screen Templates Search A Manage Users Submit eForm Opening the Manage Users section will open a new tab in the Dashboard titled Users 11 LLOYD S d Settings BS __ Folders Dashboard Users C Search Manage Users WRES Last Name First Name Email Roles Security P LJ amp Beaudoin Remur andre_farant hotmail Administrator Lloyds Full amp Jones Pulsifer canbrok2 gmail com Administrator Lloyds Full a Pendleton Billy andre andrefarant coi Administrator Lloyds Full Company Lloyds London3 Last Name First Name Email Search Reset K 4 1 J Dil eA amp B B e 5 Display 1 7 of 7 LJ 7 LJ Click on the Add User icon Gd located at the bottom of the Users section This will open a new window as follows 12 LLOYDS First Name Last Name Email Roles ka ser e Publisher erify Identity Can
6. CANADIAN AIF SIGNING SYSTEM USER MANUAL COMPLETE DOCUMENT FOR ALL USERS UK VERSION VERSION 2 3 MAY 26 2014 TABLE OF CONTENTS Section One How to Register to the AIF Signing System 1 1 Web address 1 2 Registering as a Super User 1 3 Registering as a User Section Two How to Add and Manage Users 2 1 Adding a User 2 2 Adding a Super User 2 3 Managing Users Section Three How to Submit a Contract 3 1 Submitting a contract electronically 3 2 Submitting a contract via Wet Ink Section Four How to Review a Submitted Contract 4 1 Reviewing a contract submissions through the AIF System 4 2 Reviewing a contract submission by e mail 4 3 Managing contracts Section Five Glossary 5 1 Super User 5 2 User 5 3 Wet Signature 5 4 QR Code 5 5 Business Types 5 5 1 Canadian Direct 5 5 2 Canadian Reinsurance 5 5 3 Global Direct 5 5 4 Global Reinsurance LLOYDS NI PO PO 11 11 14 15 16 21 25 25 29 LLOYDS HOW TO REGISTER TO THE AIF SIGNING SYSTEM The following section is intended for all users In order to use the AIF Signing System users will need to be registered as either a Super User or User The Super User is responsible for adding and deleting Users as appropriate 1 1 Web address The AIF Signing System is a web based system and can be located at the following address https telussecurecontracts com Users will need to ensure they have Adobe Flash version 10 or
7. CT A submitted contract can be viewed either by e mail or through the AIF Signing System 4 1 Reviewing a contract submissions through the AIF System From the Home Page select Monitor on the left hand side of the screen Ch Search In the dropdown you are given three options Ea Monitor LLOVOS 2502 PENDING LLOYDS 2502 CONTRACTS WOT BOUND LLOYDS 2502 CONTRACTS BOUND Select Pending to view all submitted contracts that have not yet been processed by the Canadian AIF Select Contracts Not Bound to view all submitted contracts that have been deemed Do Not Bind by the Canadian AIF Select Contracts Bound to see all submitted contracts that have been deemed Bind in Canada by the Canadian AIF LLOYDS _ Folders a Dashboard Y ES AGREEMENTS 4 gt Agreement Visualizer J DOCUMENTS SUBMITTED BY USER 5 LJ eg m Subject Recip File n Publi Publi Company UNFILED SUBMITTED AGREEMENTS _ ps g 14696 Contract Bound Lloyd s Canada department Bind in Ca 09 Nov 11 1 stage3 wisal Lloyds 2502 GR TEST _ Fig Jf 14693 Bind in Canada Request department submit_co 09 Nov 11 1 stage3 wisal Lloyds 2502 i RECYCLE BIN LJ Gs ey 14673 Bind in Canada Request department submit_co 09 Nov 11 1 stage3 wisal Lloyds 2502 In all three sections a User can view all contracts they have submitted A Super User can view all contracts submitted for the company 25 LLOYDS
8. TEST oR 05 g 14673 Bind in Canada Request department submit_co 09 Nov 11 1 stage3 wisal Lloyds 2502 fig RECYCLE BIN Fig A 14556 Lloyd s Canada Inc AIF signing sy department Bind in Ca 08 Nov 11 2 stage3 wisal Lloyds 2502 The icon array at the bottom of the screen allows you to perform a variety of tasks 29 LLOYDS Wid i LP Mi The Navigation icon allows you to navigate between pages This icon function is only applicable if the number of contracts spans more than one page The Refresh icon refreshes the contracts list It is recommended that you click the Refresh Icon before and after making a change to the list E The Export to Excel icon allows you to save selected agreements to an Excel spreadsheet a The Archive icon allows you to archive selected agreements to your computer as PDF files It is recommended that this tool be used by Super Users to save all contracts to their computer or system i The Print icon opens a selected agreement as a printable PDF document The Forward by E mail icon allows you to send a copy of a selected contract to any e mail address This tool can only be used after a contract has been bound With the exception of the Navigation icon and Refresh icon a contract must be selected before the icon functions can be applied Click on a contract to select it LLOYD S Se Dashboard Documents s
9. d You will be asked to provide an answer to a security question The answer to this security question will be used to identify you in the event that you forget your password After filling in the fields click I Accept Create My Signature If you do not wish to register now click Cancel You will be able to register at a later time by accessing the e mail and following the steps outlined above Clicking on I Accept Create My Signature will open a new window Click Complete to complete registration LLOYDS Register Click Complete to finalize or click Review Document to Whew Complete Review Document If you are not ready to complete registration click Review Document When you are ready to complete registration click the Complete button at the top of the screen LLOYDS EM Z Save In Process TO add amp Save Print 125 ee se Registration is not complete until Complete has been clicked Clicking Complete automatically notifies the Canadian AIF that you have completed registration Nothing is saved to your computer or system Upon clicking Complete a final window will appear If you wish to save a copy of the signed registration form click Save If you wish to exit the registration form without saving click OK LLOYDS You have completed this agreement Upon clicking OK you can click Save Pri
10. he submitting User and Super User A contract can be reviewed by clicking on the link included in this completion e mail 20 3 2 Submitting a contract via Wet Signature Open the Submit eForm Complete the fields listed under Contract Details Suh ok ee aa W submit_contract pdf LLOYDS EN Za Save In Process iw Complete Save as Template Uoyds L 1 LLOYDS Contract Details Insured Name Business Type Canadian Direct v Signing Type fet Ink O10100100101101 UMR Required Document s Post Fax Cover Sheet and Documentis to FAGD Mr Sean Murphy Lloyd s Canada Montreal Office Suite 2220 1155 Metcalfe Street Montreal Quebec HSB 2V6 CANADA m Canadian Contract for Signing 7 j ks ri _ certify that the parties intend in accordance with LMAS180 LMA5181 or LMAS182 that the AIF shall confirm coverage in respect of the attached contract O certify that each managing agent for the subscribing syndicates has contirmed it has submitted a mandate authorising the AIF to confirm coverage in Canada LJ I confirm that am the only recipient of this insure in Canada contract Please note that the Lloyd s broker will be copied in to all communications Se department canadian aif In Signing Type select Wet Ink E Add Click on the Add icon paai located at the top left of the screen Select Non Signed Attachment Doing so opens a
11. higher installed in order to use the system Contact your IT department for more information on Adobe Flash 1 2 Registering as a Super User To register as a Super User you need to have been assigned as a Super User by your company If this is the case you will receive an e mail from the AIF informing you of such Super Users have access to all insuring contracts submitted by their company If a company s Super User departs the entity a new Super User must be assigned A new Super User can be assigned by submitting the new Super User s name and e mail address to the Canadian AIF at canadianaif lloyds com lt is recommended that London brokers and non Canadian domiciled brokers know the identity of their Canadian broker and vice versa Super Users are also responsible for saving a copy of all contracts to their computer system Once you have been set up as a Super User in the Canadian AIF System you will receive an e mail from the System requesting that you register as a Super User Click on the welcomeTSC pdf link within the e mail The following screen will open in a new window or tab depending on your browser LLOYDS FERMEN N welcomeTSc pdf LEB seen prcees Save Print 1 poi 125 a EH r i a Pmi F Era i z TELUS SecureContracts ed by Recombo CLICK CLIENT R Welcome to TELUS Secure Contracts where you can creale and distribute interactive agreements that anyone can
12. ill be able to register at a later time by accessing the e mail and following the steps outlined above Clicking on I Accept Create My Signature will open a new window Click Complete to complete registration LLOYDS Register Click Complete to finalize or click Review Document to Whew Complete Review Document If you are not ready to complete registration click on Review Document When you are ready to complete registration click on the Complete button at the top of the screen LLOYDS EM Z Save In Process TO add amp Save Print 125 ee se Registration is not complete until Complete has been clicked Clicking Save and Send automatically notifies the Canadian AIF that you have completed registration You will receive an e mail from the Canadian AIF confirming that you have successfully registered to the AIF Signing System Upon clicking Complete a final window will appear If you wish to save a copy of the signed registration form click Save If you wish to exit the registration form without saving click OK LLOYDS You have completed this agreement Upon clicking OK you can click Save Print at the top of the screen to open a printable PDF file which can be saved to your system Save OK A particular e mail address can only be used once to register in a single company Having registered
13. in to all communications aS department canadian aif Loyds L i Note that when Global Direct and Global Reinsurance are selected at least two attachments are required and the sequence of attachments is important In Signing Type select Electronic E Add Click on the Add icon Basen hap located at the top left of the screen Select Non Signed Attachment Doing so opens a window Select Browse 16 LLOYDS Add Attachment T You can add additional documents to this original document by browsing j your computer and attaching a file 4 You can upload PDF files only To add a document from your computer click BROWSE To send Wet Signature Policy you will need ta generate a unique cover sheet To generate the cover sheet click Wet Ink Gat Browse I H Wet Ink Attach the appropriate file Note that only PDF files can be uploaded in this manner Once the file is attached select the checkbox to the left of the Canadian Contract for Signing field Selecting the checkbox before attaching a file will result in an error message A file must be attached before the checkbox can be selected Note that in the case of Global Direct and Global Reinsurance business types at least two documents will be attached and the order in which they are attached is important You will be prompted to attach each document After attaching the first document the Canadian Contract for
14. n the link provided in the completion e mail sent to submitting User once an e form submission has been processed by the Canadian AIF The outcome will be listed in the e mail s subject line Click on the submit_contract pdf link within the e mail to review the submitted contract This opens a new window or tab depending on your browser displaying the submitted eForm Upon opening a contract for review you will be prompted to click Complete Doing so logs a review acknowledgement as tracked by the Canadian AIF indicating that you have opened and reviewed the contract 27 LLOYDS Review Click Complete to finalize or click Review Document to JEW Complete Review Document If you wish to review the contract without sending an acknowledgement click Review Document Once you have clicked Complete a final window will appear confirming that you have completed the agreement Click OK You have completed this agreement Upon clicking GK you can click SavefPrint at the top of the screen to open a printable PDF file which can be saved to your system 28 LLOYDS 4 3 Managing contracts You can manage your contracts much as you do e mails Right click on Documents Submitted by User s to open a dropdown menu LLOYDS _ Folders al Dashboard Include your signature You have to sign Documents submitted by User s Y E AGREEMENTS 4 gt Agreement Visuali
15. nadianaif lloyds com 2 3 Managing Users Only Super Users have access to the Manage Users section When this section is selected you will be able to perform user management functions by selecting the icons at the bottom of the screen 14 LLOYDS HOW TO SUBMIT A CONTRACT The following section is intended for all users On the Dashboard select the Submit eForm icon located within the Templates subsection Templates Submit eForm This opens the Submit eForm in a new window A contract can be submitted either electronically or via Wet Signature 15 LLOYDS 3 1 Submitting a contract electronically Complete the fields listed under Contract Details LLOYDS laf Sawe In Process leis Complete Save as Template Save Print amp Pm 125 a Ke Pez A ea ha submit_contract pdf LLOYDS Contract Details Business Type Select Business Type F Electronic j Signing Type Upload the following SS in order O certify that the parties intend in accordance with LMA5180 LMA5181 or LMA5182 that the AIF shall confirm coverage in respect of the attached contract O certify that each managing agent for the subscribing syndicates has confirmed it has submitted a mandate authorising the AIF to confirm coverage in Canada O I confirm that am the only recipient of this insure in Canada contract Please note that the Lloyd s broker will be copied
16. nt at the top of the screen to open a printable PDF file which can be saved to your system Once registration is complete you will receive an e mail from the Canadian AIF confirming that you have successfully registered to the AIF Signing System A particular e mail address can only be used once to register in a single company You will not be requested to provide any additional documents Having registered you may now access the AIF Signing System at www telusecurecontracts com You will be prompted to login using your e mail address and password Forgot Password EN mal i A 5 Login LLOYDS 1 3 Registering as a User Once a Super User has added you to the system as a User you will receive an e mail from the Canadian AIF System requesting that you register as a User You will be prompted to click on the welcomelTSC pdf link within the e mail The following screen will open in a new window or tab depending on your browser ena I ETIDE W welcomeTSc pdf Save Print i is i 125 amp Ss KA T ELUS SecureContracts Recombo CLICK CLIENT agreements hat anyone can sign electronically You have been set up to use his system Aller a onetime registration you can start using TELUS Secure Contracts to sign documents online saving lime money and the environment lo register click the following signature box and then click Registe
17. r and enter the required information Next Reg ee signature luz hotmail ca G Waiting for couriers or faxes is a thing of the past For more information about using TELUS Secure Contracts to distribute your agreements visit telus com GEM Click the signature box containing your e mail address highlighted in blue and complete the information in the new window to complete the registration process LLOYDS User Registration Agreement Express the safe efficient way of signing and returning documents Create your personal digital signature with an email address and a unique password Your password should be easy for you to remember but difficult for others to guess Do not share it Company Lloyds London3 Email userbrok gmail com First Name Last Name Password Confirm Password Security Question Select Question v Security Answer Country Select Country of Residence v By clicking the button below you accept Agreement Express terms of use and privacy policy I Accept Create My Signature Cancel All fields marked with an asterisk are required You will be asked to provide an answer to a security question The answer to this security question will be used to identify you in the event that you forget your password After filling in the fields click I Accept Create My Signature If you do not wish to register now click Cancel You w
18. sign electronically You have been set up to use this system Aler a onetime registralion you can starl using TELUS Secure Contracts to sign documents online Saving time money and the environment lo register click the following signature box and then click Register and enter the required information 7 Next Reg Signature ca llu z amp hotmail ca amp Waiting for couriers or faxes is a thing of the past For more information about using TELUS Secure Contracts to distribute your agreements wisil telus com GEM Click the signature box containing your e mail address highlighted in blue A new window will be provided requesting additional information in order to complete the user s registration LLOYDS User Registration v Agreement Express the safe efficient way of signing and returning documents Create your personal digital signature with an email address and a unique password Your password should be easy for you to remember but difficult for others to guess Do not share it Company Lloyds London3 Email userbrok gmail com First Name Last Name Password Confirm Password Security Question Select Question v Security Answer Country Select Country of Residence v By clicking the button below you accept Agreement Express terms of use and privacy policy I Accept Create My Signature Cancel All fields marked with an asterisk are require
19. ubmitted by User s _ Folders gt Agreement Visualizer Y E AGREEMENTS 5 S oe w sabec ES a ee a oa a ee a Sj UNFILED SUBMITTED AGREEMENTS J AGREEMENTS LW iv 14693 Bind in Canada Request department submit_co 09 Nov 11 1 stage3 wisal Lloyds 2502 TEST t w OF 14673 Bind in Canada Request fit RECYCLE BIN department submit_co O9 Nov 111 stage3 wisal Lloyds 2502 30 LLOYDS GLOSSARY 5 1 Super User A Super user is assigned to the AIF Signing Process by their company and acts as the administrator for their company and the registered users of their company 5 2 User A submitting broker In the AIF System the User is also referred to as Publisher 5 3 Wet Signature Used when a wet signature Is required Contract packages are mailed to the Canadian AIF 5 4 QR code A unique code assigned to all contracts submitted via Wet Signature 5 5 Business Types 5 5 1 Canadian Direct Where the risk or the insured is located in Canada only 5 5 2 Canadian Reinsurance Where the coverage provided is for a Cedant located in Canada only 5 5 3 Global Direct A multi jurisdictional policy where one or more risk or insured s are located in Canada 5 5 4 Global Reinsurance A multi jurisdictional policy where one or more Cedant s are located in Canada 31
20. uld contact LITA in the first instance If the last checkbox is left unselected the Recipient Details section will appear on the second page of the Submit eForm Fill in the relevant fields with information for all other recipients LLOYD S EW Save In Process le Complete Save as Template T0 AUE Save Print ww 2 je 125 a Ke Recipient Details PDF Policyholder s Agent canbrok3 gmail com A Email This_is_for_the te Once the fields have been completed the document or documents in the case of Global Direct and Global Reinsurance contracts have been attached and the proper checkboxes have been selected you can click Complete located at the top of the screen LLOYDS This opens a new window Click Submit No other information included in this window is used Send A To department canadian_aif cc Company Uoyds L 1110 Submit Clicking Submit will open a final window If you still wish to review the contract click Return to Document If you are done click Exit 19 LLOYDS x Click Return to Document to view the submitted document Click OK to clase this window Return To Document OK Your contract has been submitted It can now be viewed through the AIF Signing System Once an e form submission has been processed by the Canadian AIF a completion e mail will be sent to t
21. window Select Wet Ink 21 LLOYDS Add Attachment T You can add additional documents to this original document by browsing i your computer and attaching a file 4 You can upload PDF files only To add a document from your computer click BROWSE To send a Wet Signature Policy you will need to generate a unique cover sheet To generate the cover sheet click Wet Ink Ei Browse HT jj Wet Ink A second window appears prompting you to create a unique cover sheet The cover sheet is required and should be included as the first or last page of the document package The cover sheet is provided for you To generate the cover sheet click Download and Print Print Cower Sheet x In order to submit a contract you must include the provided cover sheet as the first page of the document package Please press Download and Print below to create a cover sheet Save the cover sheet PDF to your desktop then open it and print it be Mail this coyversheet along with your document ta the mailing address included on the Submit eForm The fax number below is for internal use only Fax Number 1 466 375 6585 Download and Print i Cancel The cover sheet contains a unique QR code A QR code is similar to a bar code and used by the AIF to input your submission into the system 22 LLOYDS W coverSheet 1 pdf Adobe Reader Sec File Edit Yiew Document Tools Window Help 1 f1 e 100 id E
22. zer ne eee O O O T Oe Chaska tle Folder 8 ID Subject Recip File n Publi Publi UNFILED SUBMITTED amp Share Folder 14696 Contract Bound Lloyd s Canada department Bind in Ca 09 Nov 11 1 stage3 wisal Lloyds 2502 Ga TEST Rename Folder o Delete Folder 14693 Bind in Canada Request department submit_co O9 Nov 111 stage3 wisal Lloyds 2502 i RECYCLE BIN Settings 14673 Bind in Canada Request department submit_co O9 Nov 111 stage3 wisal Lloyds 2502 Global Settings About Adobe Flash Player 10 14556 Lloyd s Canada Inc AIF signing sy department Bind in Ca 08 Nov 11 2 stage3 wisal Lloyds 2502 14553 Bind in Canada Request department submit_co O8 Nov 11 2 stage3 wisal Lloyds 2502 Select Create New Folder and enter a folder name Click OK Create Folder Enter the New folder Name You can now drag contracts from any section to your new folder LLOYDS _ Folders Dashboard Include your signature You have to sign Documents submitted by User s Y E AGREEMENTS 5 gt Agreement Visualizer DOCUMENTS SUBMITTED BY USER S LJ ege m Subject Recip File n Publi Publi 3 UNFILED SUBMITTED AGREEMENTS iy ey 14696 Contract Bound Lloyd s Canada 4 department Bind in Ca 09 Nov 11 1 stage3 wisal Lloyds 2502 L AGREEMENTS iy Jf 14693 Bind in Canada Request department submit_co O9 Nov 111 stage3 wisal Lloyds 2502 lami LJ Ga
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