A personal note from administrative assistant Victoria Clemente
As mentioned last year, we no longer require a cheque from you for your RRSP contribution as we can make the transfer from your bank account to your RRSP account with a one-time contribution form. However since the transaction can take up to 5 business days, the sooner you contact us to make arrangements the better it is. We don’t want to miss the deadline!
Just a reminder however that cheques are more than acceptable. Cheques are to be made payable to “FundEX In Trust” and have to be received by noon on Monday March 3rd at the very latest. You can contact either Anthony or myself if you wish to make a contribution. Arrangements must be made ahead of time but the contribution date can be deferred to March 3rd. Please contact us soon! Thank you!!
Compliance update document:
You might have been asked to complete a KYC (Know Your Client) document in the past. Our compliance department requires us to obtain one every three years with your current information. If any information is missing or if you have made any changes to the document without initialling beside these changes, the document will be rejected by our compliance department and we will need to resubmit it to you. We thank you in advance for your patience with this procedure and we do appreciate your efforts!