Mutual Funds
When initiating a new PAC, this document is required in addition to a PAC form.
What is a banking confirmation letter or client cheque?
In the movie Titanic, this Canadian singer is known for her hit single "My Heart Will Go On". Hint: Kundai's all-time favourite song.
Who is Celine Dion?
Known within the MF team for their fantastic dealer relations support, this is the full name of the fund company that goes by "IGI".
What is Investors Group Financial?
This lovely individual is the only MF team member currently not participating in today's game.
Who is Rozmin?
He has a very shiny nose. And if you ever saw it, you would even say it glows
Who is Rudolph the Red Nose Reindeer?
When buying or selling a HISA, they take this many day(s) to settle.
What is T+1?
Name of all three oceans that border Canada.
What is Pacific, Arctic, and Atlantic?
Quick to reply and always helpful, he is the Relationship Manager of the Dealer Relations team at Inveso.
Who is Michael Price?
Full name of the Supervisor in Registered Plans. Fun fact: They are childhood friends with Shelley (not fact-checked).
Who is Robert Stoj?
Christmas song contains the lyric “Everyone dancing merrily in the new old-fashioned way". Rumoured to be Pooja's favourite summer time jam.
What is "Rockin' Around the Christmas Tree"?
The FA must obtain this before a mutual fund trade correction may be processed.
What is BM approval?
The capital cities of the three territories in Canada.
What is Yellowknife, Whitehorse, and Iqualuit?
The back office contact for Edge Hill Partners (EHF).
What is SGGG?
Full name of the three Supervisors in Account Profile
Who is Stephanie Loughlin, Naida Coma, and Brent Carter?
Two popular names for Santa Claus.
What is Kris Kringle and Saint Nicholas?
This document outlines the measures used to hold a party harmless of fault, cost, loss or damages.
What is a Letter of Indemnity or LOI?
This Canadian icon is famous for his Man in Motion World Tour by circling the globe in his wheelchair. Hint: EK has a life-size card board cutout of him, and a proud owner.
What is Rick Hansen?
The three letter acronym for the fund company, Fulcra.
What is FAM?
Full name of at least two Senior Associates in Tax
Who is Amy Du Mont, Amy Lio, Anna Wong, and Kagari Shida?
In Spanish, this is how you say "Merry Christmas". Fun fact: Avtica speaks this language fluently at home (source: N/A)
What is Feliz Navidad?
The mutual funds error account #.
What is 868-5190-0?
Name of the ship displayed on the Canadian dime
What is the Bluenose?
The month the GGF to BMO conversion occurred.
What is November?
The team name or the team members that won the Jamespardy event. Fact: It's not Simi or her team obviously.
Who are the Quintnsentials or Who are Stephen, Peter, and Quintn?
The eight reindeers that drive Santa's sleigh
What is Dasher, Dancer, Prancer, Vixen, Comet, Cupid, Donner, and Blitzen?