Electronic Signature & Records Consent

Last updated: August 2026

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This page is being finalized with legal counsel. It reflects our current practices and will be updated as that review completes.

1. Legal Basis

Electronic signatures completed through Invictus CRM are intended to be legally binding under Canada's electronic commerce legislation, including the federal Personal Information Protection and Electronic Documents Act (PIPEDA) and applicable provincial Electronic Transactions / Commerce Acts, which generally recognize an electronic signature as valid provided the signer has consented to transact electronically and the signature can be reliably associated with them.

2. What We Capture

For every signature completed through the platform, we record:

The signer's typed or drawn signature
The exact date and time of signing
The IP address the signature was completed from
A unique certificate ID that permanently identifies that specific signing event
The full content of the document as it appeared to the signer at the time

This information is retained as part of the permanent record and is available to the advisor who requested the signature at any time.

3. Consent to Sign Electronically

By completing a signature through a link sent from Invictus CRM, the signer confirms that:

They consent to conduct this specific transaction electronically;
They have reviewed the document presented before signing; and
They understand their electronic signature carries the same legal weight as a handwritten signature for this document.

A signer may request an alternative, non-electronic signing process by contacting the advisor who sent the request directly.

4. Document Retention

Signed documents are retained indefinitely as part of the client's permanent record, unless deletion is requested and permitted under applicable law and the advisor's own regulatory record-keeping obligations (which, for insurance business records, often require multi-year minimum retention regardless of a client's deletion request).

5. Security

Each signature request is delivered via a unique, single-use link tied to that specific recipient. See our Data Security & Compliance Statement for how signed documents are stored and protected.

6. Contact

Questions about a specific signed document should be directed to the advisor who sent it. General questions about this policy can be sent to support@invictuscrm.com.