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This document is an application and agreement for creating a non-registered trust account with Olympia Trust Company, including client information requirements and terms and conditions for account
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How to fill out non-registered account application and
How to fill out Non-Registered Account Application and Trust Agreement
01
Begin by downloading the Non-Registered Account Application and Trust Agreement form from your financial institution's website.
02
Fill out your personal information, including your name, address, date of birth, and Social Security number.
03
Indicate the type of account you wish to open by selecting the appropriate option on the form.
04
Provide information regarding your investment objectives and risk tolerance to help your advisor understand your needs.
05
If you're establishing a trust, complete the section designated for trust details, including the trustee's name and trust date.
06
Review any additional disclosures and agree to the terms and conditions provided within the form.
07
Sign and date the application to validate your request.
08
Submit the completed form to your financial institution either by mail, email, or in person, as per their instructions.
Who needs Non-Registered Account Application and Trust Agreement?
01
Individuals looking to invest outside of registered accounts, such as RRSPs or RRIFs.
02
Trustees managing a trust for beneficiaries who want an account to hold investments.
03
Estate planners and financial advisors assisting clients with non-registered investments.
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What is Non-Registered Account Application and Trust Agreement?
A Non-Registered Account Application and Trust Agreement is a legal document that outlines the terms and conditions for setting up a non-registered investment account and establishing a trust, allowing a trustee to manage assets on behalf of the beneficiaries.
Who is required to file Non-Registered Account Application and Trust Agreement?
Individuals or entities seeking to establish a non-registered investment account for investment purposes, and who wish to have a trust structure in place to manage those assets, are required to file this application.
How to fill out Non-Registered Account Application and Trust Agreement?
To fill out the application, individuals must provide personal information, trust details, beneficiary designations, and sign the agreement, ensuring all required fields are completed accurately.
What is the purpose of Non-Registered Account Application and Trust Agreement?
The purpose of the application and agreement is to legally establish a non-registered investment account and a trust structure, facilitating asset management and ensuring compliance with financial regulations.
What information must be reported on Non-Registered Account Application and Trust Agreement?
The application must report information including the applicant's identity, details of the trust, the beneficiaries' information, investment choices, and any specific instructions regarding the management of the account.
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