Encasa is pleased to announce our new series, Your FAQ, Answered. Here, you’ll find the most frequently asked questions and details about various topics.
In this post, we are answering common questions we receive about account management. Keeping your records up-to-date is important, for both legal and practical reasons. Want to learn more about setting up online account access or updating your list of Directors? The answers to these questions and more can be found below.
We’ve had some changes at our organization and need to update our list of Directors. What should we do?
Please send an email to email@example.com to request an Updated List of Directors form. Remember to include the names, addresses and positions of all directors, as well as indicate who the Signing Officers will be.
Once we receive your information, we will provide you with a prepopulated form that each Signing Officer will need to sign and disclose their investment knowledge. Ensure the form is signed at the bottom of page two by the Secretary or any other Signing Officer. Once this form is complete, email it to firstname.lastname@example.org.
Note: Signing Officers that do not already have identification on file will need to provide a picture or their Driver’s License, ID card, or Passport. We will then arrange a brief video call (FaceTime, Skype, etc.) to confirm identification.
We’ve moved offices but of our financial information is still the same. Do I need to notify you?
Yes, we require your updated address and contact information on file. Please complete a Non-Financial Change Form, get it signed and dated by the signing officer(s), and either email to email@example.com or fax to Encasa Financial Inc. at 416-205-9459 for processing.
How about an update to our banking information? What do you require?
Please provide us with a copy of a new void cheque at your earliest convenience by emailing it to firstname.lastname@example.org or fax to Encasa Financial Inc. at 416-205-9459.
Do we need online access to our account?
No, online access to your account isn’t necessary however, it doesn’t hurt to have it! This is because you will find information on your account holdings, recent account activity, and online confirmations and statements. In addition, you may sign up for electronic delivery of documents. Please email to email@example.com stating that you require online access, and we will create an account for you on InvestorNet, the online Encasa investor portal.
I have online access, but I do not see my quarterly/annual statement. Why?
If a statement is not available online, it means that it has not yet been released by the dealership company. Please send us an email and we will provide you with an ad-hoc statement.
If I do not have online access, how do I go about obtaining my quarterly/annual statements?
Email your request to firstname.lastname@example.org, and we will be pleased to provide you with your statements. Please note that you must be associated with the account, otherwise, the statement will be sent to the email address Encasa has on file. If you would like to be added as an authorized agent to the account, we will ask you to complete a Letter of Direction – Additional Contact, signed by Signing Officer(s).
Have a question about managing your investment account? Chances are that others may have it too. Send us an email at email@example.com and we will answer your questions in a future edition.