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Save Time Using Our New AGIF Online Tool

We understand completing the Annual Group Information Form (AGIF) can be time-consuming. Now, if you submit the form using our online web tool, you may be exempt from completing the form the following year.

Any group that submitted their AGIF in 2017 using the web tool will not have to complete the AGIF this year. And, if you use the web tool in 2018, you will be able to take advantage of the waiver in 2019.  

As long as you continue to submit the AGIF using the web tool, you will only have to complete the form every other year.

There are a few exceptions. For instance, groups with compliance related issues or concerns may still require an AGIF that will be requested on an as-needed basis. 

If you do not currently have online access to submit your AGIF and would like to do so, you will need to register for an account. Once the registration is complete, you will receive an email with your web access information.

Please contact your broker or account consultant with questions.

 
 
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