REFERRALS
A member is speaking to you about a mortgage that is soon up for renewal at another institution, what role would you refer them to here at Affinity?
Personal Banker
why is it important to ask questions about source of funds when a business is making a large cash deposit over $3,000.00?
Fintrac requirements/Reduce fraud
What accounts can unused FHSA funds be transferred to if you do not purchase a home before the FHSA reaches its expiry date?
RRSP
What year was the first Credit Union opened in Saskatchewan?
1937
What role can assist a member requesting a TFSA Transfer in without need for a referral?
SSR
After opening and contributing to an RRSP, what is the maximum amount you can withdraw tax-free under the Lifelong Learning Plan (LLP)?
a maximum of $20,000 over a four-year period.
This artist's 1971 album Blue is frequently ranked among the greatest albums ever recorded, and she got her musical start performing in Saskatoon coffee houses
Joni Mitchell
where would you send a referral for a business wanting to set up business online banking?
Cash Management
This personal account service package allows 12 free monthly transactions and has a monthly fee of $4.00
Value
How does a TFSA withdrawal affect your contribution room?
The amount withdrawn is added back to your contribution room on January 1 of the following year.
This year saw the founding of Canada's first credit union, La Caisse populaire de Lévis, by Alphonse Desjardins.
1900
This Affinity Wealth Management & Affinity Financial Strategies service would require a referral sent to _______ when a member is interested in Investment & financial planning and has less than $10,000.00 to Invest.
Qtrade Guided Portfolios
What unique situation allows an SSR to disregard dual custody requirements in the vault?
None
By what age must an RRIF be opened if you choose to convert your RRSP to a RRIF?
age 71
As a teenager, this future renowned businessman worked as a vegetable picker and grain-bin shoveler on a Saskatchewan farm before becoming the founder of multiple global companies
Elon Musk