FAQs ›detail
Account Opening & Closing
What value date is given for a non-registered GIC or savings account?
Either a) date of postage of cheque, marked on the envelope or b) if deposit made by EFT, date of credit in account or c) date of credit in NDDS account with RBC. Note that a photocopy of the stamped deposit slip must be sent to us along with the name of the client.
Do we need to retain client information at our office?
Yes. A record of all client information needs to be maintained by the FR at their office. The information includes:
What you need to retain at your office | |
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Please retain a copy of 2 pieces of identification (ID) for each individual (Photocopied front & back to clearly identify the individual’s signature), ensuring that at least one piece is from List A below: | |
Primary Identification (List A) |
Secondary Identification (List B) |
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