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67172017/07-Page 1 of 11Informal Trust/Nominee Account AgreementCIBC Investor Services Inc. Account No. Account Name (name that will appear on all correspondence)To: CIBC Investor Services Inc. (“CIBC
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What is informal trustnominee account agreement?
Informal trustnominee account agreement is an agreement where a person opens an account on behalf of someone else, typically for convenience or to hold assets for the benefit of another person.
Who is required to file informal trustnominee account agreement?
The person who opens the account on behalf of someone else is required to file the informal trustnominee account agreement.
How to fill out informal trustnominee account agreement?
To fill out the informal trustnominee account agreement, you must provide all necessary information about the account holder and the beneficiary.
What is the purpose of informal trustnominee account agreement?
The purpose of informal trustnominee account agreement is to legally document the relationship between the account holder and the beneficiary.
What information must be reported on informal trustnominee account agreement?
The informal trustnominee account agreement must include details about the account holder, beneficiary, account number, and the nature of the relationship.
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