The B. Families of Alberta
Four action items requested from each person applying with Legato for coverage.
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Health & Lifestyle Questionnaire (~nine mins to complete)
(Fillable PDF - Requires Adobe Reader to view and complete) Please download this Health & Lifestyle questionnaire and save to your computer.
Review and answer the questions. Then use the secure link provided here to send the completed document to Legato. 
* Your responses help Legato know more about you and understand your insurability.
Getting To Know You Questionnaire (~ twelve minutes to complete)
(Fillable PDF - Requires Adobe Reader to view and complete) Please download this Getting To Know You questionnaire and save to your computer.
Review and answer the questions. Then use the secure link provided here to send the completed document to Legato.
* Your responses help Legato know more about you, your family and your financial life, too.
Driver's LicenseIf you have a driver's license, please capture an image of that license.
Use this secure Box.com upload link to send the image to Legato. * This information confirms your name, address, date of birth and home address to Legato. Driver's Record
If you are 40 years of age or younger, or 70 years of age or older, please obtain your Standard Driver's Abstract for Alberta here.
Use this secure Box.com upload link to send the Abstract to Legato. * For these age groups, your driving record forms a portion of your pre-approval process with the carriers and, in the province of Alberta, only the driver is permitted to obtain their own Standard Driver's Abstract. Note - the secure upload Box.com link can be used multiple times. |
All communication with Box from your computer or mobile device is encrypted using SSL. Each file uploaded to Box is encrypted at rest using 256-bit AES encryption. For files in transit, Box uses TLS 1.2 encryption. Other Box security features include file-level password protection and access notification.
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If you have any questions or concerns, please contact your licensed advisor at Legato to discuss further.
Contact Don Anderson
Legato's licensed advisor in British Columbia and Alberta
email: don@legato.ca
Contact Don Anderson
Legato's licensed advisor in British Columbia and Alberta
email: don@legato.ca
Copyright 2023 - Legato Wealth Management Inc.