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.
For every signature completed through the platform, we record:
This information is retained as part of the permanent record and is available to the advisor who requested the signature at any time.
By completing a signature through a link sent from Invictus CRM, the signer confirms that:
A signer may request an alternative, non-electronic signing process by contacting the advisor who sent the request directly.
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).
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.
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.