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Non-Registered Investment Acounts

 

This section contains for required to open all non-registered investment accounts such as a Cash Account, Margin Accounts, Insurance, Currency Exchange and Delivery Against Payment Accounts.
NCAF- This document is used to open all new accounts here at Retire First. The form asks for basic information such as home address and investment knowledge. It is important to note that two signatures are needed for the document to be accepted on pages 6 and 7. Please call your broker for assistance filling out this document. This is required for all accounts. Please include a void cheque with your returned form.

 

ID Attestation- If you are a new client that has not yet met your broker or are a client who has been informed that their ID has expired and it is inconvenient to come into our office, please use this form to supply us with your ID. Please note that we need the form to be filled out in blue ink by one of the professionals listed on the second page. All new clients must also send a one dollar cheque in to verify their ID.

 

Optional Forms:

 

Transfer form- This form is for clients who want to transfer existing accounts from other firm’s in to their account(s) here at Retire First. Please enclose a copy of your statement with the returned form, and only sign the bottom of the transfer form. We will complete the form when it returns to our office after a discussion with you.

Online Access- This document allows you to access your client accounts online. Please sign the bottom of the form and include your name in the account area.

Newsletter consent- If you would like to receive our newsletter, please select and fill out your preferred method for receiving and sign the bottom of the form.

Peronsonally Approved Payment Service- This form can be used to make monthly contributions to your account. You can select a contribution date of the 1st, 15th or a combination of the 15th and end of the month, for a desired amount.

 

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