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UNREGISTERED INVESTMENTSTransfer Former investment planning advice or assistance filling out this form, call: 1.800.561.9401 or 416.296.940120Please return the completed form to: CD SPI, 2005 Sheppard

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How to fill out non-registered investments transfer form

01

Step 1: Obtain the non-registered investments transfer form from the financial institution or investment company.

02

Step 2: Fill out your personal information such as name, address, and contact details in the designated sections.

03

Step 3: Provide the necessary details of the non-registered investments you wish to transfer, including the account number, type of investment, and current value.

04

Step 4: Indicate the receiving financial institution or investment company where you want to transfer the investments.

05

Step 5: Sign and date the form to validate it.

06

Step 6: Submit the completed form to the appropriate financial institution or investment company for processing.

07

Step 7: Follow up with the institution or company to ensure the transfer is successfully completed.

Who needs non-registered investments transfer form?

01

Individuals who have non-registered investments and wish to transfer them to another financial institution or investment company.

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What is non-registered investments transfer form?

The non-registered investments transfer form is a document used to transfer investments that are held outside of registered accounts such as RRSPs or TFSAs.

Who is required to file non-registered investments transfer form?

Any individual or entity transferring non-registered investments must file the transfer form.

How to fill out non-registered investments transfer form?

The form must be completed with details of the investment being transferred, the parties involved, and any relevant account information.

What is the purpose of non-registered investments transfer form?

The purpose of the form is to document the transfer of investments held outside of registered accounts for tax and record-keeping purposes.

What information must be reported on non-registered investments transfer form?

Information such as the type of investment, its value, the parties involved in the transfer, and any relevant account numbers must be reported on the form.

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