Yes as a part of the move, you will have to sign new documents. The documents sent to you would differ based on your unique scenario. This includes, Power of attorney, beneficiary and other info etc.
For most existing client, we will have the information prepopulated on the basic forms for you. You are kindly requested to review all these information carefully and ensure the accuracy.
For most existing client, we will have the information prepopulated on the basic forms for you. You are kindly requested to review all these information carefully and ensure the accuracy.
Please find the document summary below;
For Non Registered:
- Client Application Form (CAF)
For Individuals (for individual accounts only) or CAF for joint accounts (for joint
accounts only).
- Satisfy AML requirements
For RRSP: - Basic documents
- RSP Application
- In the case of a Spousal RSP, the Spouse's SIN and DOB are required to be
provided on the RSP application form and CAF.
- In the case of a group RRSP, select the option on the RSP application form and
indicate the name of the sponsor or employer.
For RRIF:
Basic documents
- RIF Application
- In the case of a Spousal RRIF, the Spouse's SIN and DOB are required to be
provided on the RIF application form and CAF.
For LIF:
Basic documents
- Locked-in Registered Plan Application
- Locked-in Rider according to the plan's legislation
For TFSA:
Basic documents
- TFSA Application