1.Download the ResMor Trust
Application form required for the product being purchased.
Please note that the forms below
are for Agent/Broker use only
2.Supporting Documents
Complete required supporting documentation with your client
| a. | Individuals |
| i. | Void cheques for EFT payments | |
| ii. | Transfer authorization for registered investments (RRSP & RRIF Only) | |
| iii. | ID and consent form | |
| iv. | Third party declaration (if applicable) | |
| v. | Copy of the cheque |
| b. | Corporate |
| i. | Corporate ID & Consent form | |
| ii. | Copy of the cheque | |
| iii. | Applicable business documents | |
| iv. | Copy of business registration | |
| v. | Certified copy of the Certificate of Incorporation |
| c. | Non-corporate |
| i. | Non-corporate ID & Consent form | |
| ii. | Copy of the cheque | |
| iii. | Applicable business documentation | |
| iv. | Copy of business registration |
3.Direct Deposit Option
| a. | Email gic@resmor.com to request direct deposit slips | |
| b. | Use one deposit slip for your GIC purchases | |
| c. | Make the deposit at any Scotiabank Branch across Canada | |
| d. | Retain a copy of the deposit slip for your records and forward originals to | |
| ResMor Trust within five (5) business days |
4.Renewals (RSP & RIF)
| a. | Please fax to: 1-866-438-3720 |
5.Mailing information for applications & supporting documents
| a. | Mailed applications must be received within five (5) business days of the date the | |
| application was signed by your client in order to lock-in the rate. | ||
| b. | Send the application with cheques and all supporting documents to: | |
| ResMor Trust Company Attn: National Broker Deposits 400, 555 4th Ave SW Calgary, AB T2P 3E7 |