How do I complete a Bright Plan application?
Simply click Apply Now and follow our easy three-step application process.
After you submit your application online and request an appointment, our Direct Dealing Representative will contact you to review and complete your information. This is to make sure our Bright Plan suits your investment needs. Once your application is accepted, you will have entered into an Education Savings Plan (ESP) Agreement.
The Prospectus and Plan Summary is emailed to you as the subscriber(s) and a copy of the completed application is appended to your online secure web account. You’ll be notified of this via email. The ESP Agreement, Welcome Letter, and Trade confirmation are also posted to your online account.