<p>BRANCH ADMINISTRATION MANUAL</p><p>Address Change Client Name, Nominee, and Intermediary, Open and Registered Plans</p><p>Definition Client address is their primary location – all correspondence, reports, etc will be delivered to the primary address on EWMS.</p><p>Order Entry Type Process: Contacts > Clients > Communications Process Owner: Branch Follow Up: Branch With Whom: Fund or Fixed Term Company</p><p>Forms, Paperwork Flow Form Branch Head Office Issuer/Intermediary  Client Investment Change Form –  Original in Branch File  NA  Copy to GIC Client Name  Copy to Branch Manager for Supplier only Independents  Client Investment Change Form -  Original in Branch File  NA  NA Nominee  Copy to Branch Manager for Independents  B2B Non Financial account  Original in Branch File  NA  Copy  Copy to Branch Manager for change form or MRS Client Independents info Change form - Intermediary</p><p>Location : http://www.mgifinancial.com/sales_solutions/admin/forms/general/index.php Visit Mutual Fund Companies / Intermediary websites directly http://www.mgifinancial.com/sales_solutions/investments/mutual_funds/intermediary/index.php  Client Signature is required on the Client Investment Change Forms.  Branch is responsible sending the address change to all Fixed Term Suppliers for client name plans  Some Mutual Fund companies require the address changes to be submitted in writing, contact company for verification.</p><p>EWMS Process  Enter the client name or ID to search for client  From your EWMS Screen, click on Contacts > Clients > Communications  Select the Address Tab  Select Edit</p><p>Confidential, for internal use only - 1 - last revised: 3-Apr-2018 | Volume 1 BRANCH ADMINISTRATION MANUAL</p><p> Change the Address</p><p> Select Save  You can enter multiple addresses by pressing Add</p><p>Confidential, for internal use only - 2 - last revised: 3-Apr-2018 | Volume 1 BRANCH ADMINISTRATION MANUAL</p><p> Choose the type of address (i.e. Summer Address, Winter Address, etc)  Use the start and stop dates to override the primary address for a specific period of time</p><p> Press Save</p><p>Change Address for a Joint Account  From your EWMS Screen, click on Contacts > Clients > Related Parties  Select Edit</p><p> This will open up the Details for the joint Owner  Click on Address and change the Address  Select Save</p><p>Confidential, for internal use only - 3 - last revised: 3-Apr-2018 | Volume 1 BRANCH ADMINISTRATION MANUAL</p><p>Important Information  Client Signature is required on the Client Investment Change Forms.  Branch is responsible sending the address change to all Fixed Term Suppliers for client name plans  Some Mutual Fund companies require the address changes to be submitted in writing, contact company for verification.  Particularities may apply when a client holding Self-directed accounts moves out of Canada. For details, please refer to the "Foreign Order and Non Resident Policy" document available on Sales Solutions > Branch Administration Manual (TOC) > Policies.</p><p>Confidential, for internal use only - 4 - last revised: 3-Apr-2018 | Volume 1</p>