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Get the free Segregated Funds Order Ticket - Canadian Shield Financial

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SunWise Elite Including SunWise Elite Plus Segregated Funds Order Ticket (existing clients only) managed by CI Investments Inc. issued by Sun Life Assurance Company of Canada Owner s Last Name Owner
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How to fill out segregated funds order ticket

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How to fill out a segregated funds order ticket:

01
Start by filling out your personal information, including your name, address, and contact details.
02
Indicate the type of transaction you want to make. This could be a purchase, a redemption, a switch, or a transfer.
03
Provide the name of the specific segregated fund or funds you wish to transact with.
04
Specify the dollar amount or the number of units you want to buy, sell, or transfer.
05
Choose the payment method you prefer, such as cash, cheque, or electronic transfer.
06
If applicable, indicate any special instructions or restrictions for the transaction.
07
Sign and date the order ticket to confirm your agreement with the transaction details.

Who needs segregated funds order ticket?

01
Investors who want to buy or sell segregated funds.
02
Individuals looking to switch their investments between different segregated funds.
03
Those who wish to transfer their segregated funds to another financial institution.
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The segregated funds order ticket is a document used to place orders for buying or selling segregated funds. It contains information such as the type of order, the fund name, the desired quantity, and the price.
Anyone who wants to buy or sell segregated funds is required to fill out a segregated funds order ticket. This includes investors, individuals, and financial advisors.
To fill out a segregated funds order ticket, you need to provide the necessary information such as your name, account number, the fund name, the order type (e.g., buy or sell), the quantity, and the price. Make sure to review the instructions provided by your financial institution or advisor.
The purpose of the segregated funds order ticket is to ensure the accurate and timely execution of orders for buying or selling segregated funds. It serves as a record and proof of the transaction for both the investor and the financial institution involved.
The segregated funds order ticket must include information such as the investor's name, account number, fund name, order type, quantity, and price. Additionally, it may require additional information such as the investor's signature and date of the order.
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