Credit
A client wanting to save money on groceries may prospect this account.
What is the Scene + CC?
The account you can get 100,000 CARs for temporarily
What is MPSA?
A regulatory requirement to ensure client's SINs are recorded.
What is FATCA?
In the event of a life threatening emergency, a client might wish they had this.
What is Basic Protection?
An account an advisor can easily get ODP with, regardless of proof of income.
What is the Student Banking Advantage Program?
M is for this account where a client has measureless cashback.
What is the Momentum Visa Infinite CC?
The most consistent way to get CARs from appointments.
What is a PAC?
A Scotiabanker wanting to reduce BCAT their issues will do this.
What is scan documents on the same day?
What is Comprehensive Business Loan Protection?
What is Preferred Package?
This account has requires two separate advisors to open and to use.
What is a RSP Catch Up Line of Credit?
A regulatory requirement to verify a client prior to any actions over-the-phone.
What is Remote KYC or Remote Verification?
What is comprehensive CC insurance?
If a client keeps $6000 in an account regularly, they are a good candidate to upgrade to this account.
What is the Ultimate Package?
A defunct small business lending product.
What is Investment Property Lending?
Recently an addition of 30% of total CARs achieved when referred to this subsection of Scotiabank was added to the Scorecard.
What are Financial Planners/Investment Specialists?
A requirement to have 30 credits every 2 years.
What are CE credits for MFRs?
This type of protection cannot be applied for with an advisor in-branch.
What is travel insurance?
A flexible borrowing solution for a client's home.
What is the STEP program?
An investment arm for clients with over 700k$ in investable funds where a client does not need to sign off on each trade.
What is PIC?
A common issue found in audits.
What is not leaving adequate notes on client's profiles?
50% of Canadians lose their home for illness or injury which is a sign of this and can be prevented by this.
What is under-insurance & mortgage insurance?
An Ultimate account can keep a client's goods safe with this.