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IFIC Agency Code: Agency Name: Producer Name: Agency City, State: Agency Bill or Direct Bill? AgencyDirectOne Newark Center, 20th Floor Newark NJ 071025702 18003334167 (973)6247200 www.ific.comCourt

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How to fill out ific agency code

01

To fill out the IFIC agency code, follow these steps:

02

Locate the section on the form where the IFIC agency code is required.

03

If you are provided with a specific IFIC agency code, enter it in the designated field.

04

If you do not have a specific IFIC agency code, contact your financial institution or the organization requesting the code for assistance.

05

Double-check the entered code for accuracy and completeness.

06

Once the code is filled out, proceed with completing the rest of the form as required.

Who needs ific agency code?

01

Various individuals and organizations may need an IFIC agency code, including:

02

- Individuals who are accessing financial services or products through an authorized financial institution

03

- Investors who are purchasing or redeeming mutual funds

04

- Financial advisors who are managing client accounts

05

- Organizations that require the code for record-keeping or compliance purposes.

06

The specific need for an IFIC agency code may depend on the requirements of the institution or organization involved.

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What is ific agency code?

IFIC agency code is a unique identifier assigned to Canadian financial institutions by the Investment Funds Institute of Canada (IFIC).

Who is required to file ific agency code?

All Canadian financial institutions that are members of IFIC are required to file IFIC agency code.

How to fill out ific agency code?

IFIC agency code can be filled out by contacting IFIC directly and providing the necessary information about the financial institution.

What is the purpose of ific agency code?

The purpose of IFIC agency code is to easily identify and track Canadian financial institutions within the investment funds industry.

What information must be reported on ific agency code?

Information such as the name, address, and contact details of the financial institution must be reported on IFIC agency code.

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