1.Download the ResMor Trust Application form required for the product being purchased.
2.Supporting Documents
Complete the required supporting documentation with your client
| a. | Individuals |
| i) | Deposit application form | |
| ii) | Client Information and Consent form (If the client’s occupation states "Retired", please provide their previous occupation prior to retirement) |
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| iii) | Third Party Declaration form (if applicable) | |
| iv) | Politically Exposed Foreign Person (PEFP) Form if applicable | |
| v) | Original cheque or copy of the cheque deposited in ResMor’s account. (Please refer to our Procedure manual for detailed guidelines) | |
| vi) | Receipted copy of the deposit slip (if the cheque was deposited in ResMor’s account) | |
| vii) | Transfer authorization for registered investments (RRSP & RRIF only) | |
| viii) | Void cheque (if direct deposit is required for the interest and or principal payments) | |
| ix) | Deposit Broker Declaration form (Please state the purpose of investment). |
| b. | Corporate |
| i) | Corporate Information & Consent form | |
| ii) | Third Party Declaration form (if applicable) | |
| iii) | Beneficial Ownership form | |
| iv) | Articles of Incorporation | |
| v) | If the Articles of Incorporation are over one year old, a separate certificate of corporate status or confirmation of entity’s continuing existence is required to be submitted, such as copies of recent tax filing document | |
| vi) | Specimen signatures of corporate signing officers | |
| vii) | Directors Listing form | |
| viii) | Corporate record showing the provisions that relate to the power to bind the corporation | |
| ix) | Original cheque or copy of the cheque deposited in ResMor’s account. (Please refer to our Procedure manual for detailed guidelines). | |
| x) | Receipted copy of the deposit slip (if the cheque was deposited in ResMor’s account) | |
| xi) | Deposit Broker Declaration form | |
| xi) | Void cheque (if direct deposit is required for the interest and or principal payments) |
| c. | Non-corporate |
| i) | Non-Corporate Information and Consent form | |
| ii) | Third Party Declaration form (if applicable) | |
| iii) | Beneficial Ownership form | |
| iv) | Documents used to register the business. If dated older than one year, an additional document showing the entity’s continuing existence. | |
| v) | Specimen signatures of business signing Officers | |
| vi) | Copy of record showing the provision that relate to the power to bind the business | |
| vii) | Original cheque or copy of the cheque deposited in ResMor’s account. (Please refer to our Procedure manual for detailed guidelines). | |
| viii) | Receipted copy of the deposit slip (if the cheque was deposited in ResMor’s account) | |
| ix) | Deposit Broker Declaration form | |
| x) | Void cheque (if direct deposit is required for the interest and or principal payments) |
3.Direct Deposit Option
| a. | Email gic@resmor.com to request direct deposit slips | |
| b. | Use separate deposit slip for each of the 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 (Non- registered GIC, 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 Broker Deposit Operations 1400-3250 Bloor Street West, East Tower Toronto, Ontario M8X 2X9 |