Transfers Jeopardy

Transfers 101

100

This institution charges the most in transfer fees

What is Investor's Group - $169.50

200

This institution uses Nø De Compte on their account statements 

What is Desjardins?

300

These types of institutions might not support in-kind transfers.

Bank branches, Tangerine, and most credit unions

400

We can only complete this type of transfer manually.

What is a partial in-kind transfer. We do this by signing a partial in-cash transfer form, however, we will be amending this to request the specific shares to be transferred in-kind. 

500

This CS member completes the manual reimbursement for transfer fees. 

Who is Kiss?

T0233/UI Transfers

100

If a transfer is under this much, a prompt would pop up warning clients that the transfer could be rejected

$500

200

This institution typically always wants an 'ink' signature instead of DocuSign. 

What is CIBC Portfolio Services?

300

Two types of jurisdictions for LIRAs 

What is Federal and Provincial?

400

This is the name of our institution. 

What is Canadian Shareowners Investments Inc.,

500

These types of signatures is required if the institution requires a "real" signature

What is a canvas signature?

Zendesk Tickets

100

1250891

Atlas: Transfers > Institutional Transfers > Transfer Event: Cancel 

200

1223754 

Need to upload a statement

300

1242481

Atlas: Transfers > Institutional Transfers > Transfer Event: Cancel 

400

1245241

if name updated - we need ID and/or marriage certificate

500

1249360

Go on Atlas: Transfers > Institutional Transfers

Fun!

100

A Baby Puffin

puffling

200

What is Arunie's famous emoji

the knife emoji!

300

This popular chocolate bar was named after Mars and Murrie.

M&Ms

400

This was the last song posted on #tylers_playlist

What is Still Beating by Mac DeMarco

500

Another name for the hashtag.

What is octothorpe