Investments made Simple, Fast, Easy

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Fast & Full®
Investment Application Process

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Imac
Recent updates

7 new Global funds now available for GIF 75/75, GIF 75/100, and GIF 100/100 contracts

Option to download and print a copy of the T2033 transfer form for institutions that require a “wet” client signature to process the transfer

Owner signing location has been added to the Owner information section

Non Face-to-Face sales of non-registered accounts now available

Ability to edit previously entered client and deposit information before the application is submitted to Docusign

Support for multiple T2033 transfers from relinquishing institutions

“Other” financial institution option added to T2033 transfer process

New cheque image to make entering client bank account information easier

Special instructions section now available in the Fast & Full Investment application

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Beginning a new Fast & Full Investment Application? Please review our Client Checklist to ensure that you and your client(s) have all of the required information you'll need to complete the application successfully.

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Fast & Full®
Investment Application Process