Tips and Tricks
Dealer Name Change Fundex to...
What is Investia
What is cash account
Document where we check for proper authorization for clerical changes
What is authorization key list
What is 7/74
What is $1 CAD
What is Adjustments
What age can someone from Nunavut apply for an RRSP account? (age of majority)
What is 19 years old
Address code for alternate address for SWP?
What is A05 address
What is WTX for redemption of over $5000 to $15,000 for RRSP account holder in Ontario?
What is 20%
Count of spider legs
What is 8
SAS command to check if dealer is part of Dealer Exception list
What is DSDLEX
What is DSACM
What is team to contact when we ask for update of wtx amount and account is held by non-EPA dealer?
What is wire order team (send esr to MDPFSC)
Academy Award winner for Best Actor in 2021
What is Anthony Hopkins
How do we process an intercompany transfer between Mackenzie and Quadrus?
What is redeem and buy
When do we flag for Large $$ QC for PAC on regular AND RSP season?
What is $5000 and over. During RSP season (Feb 1st to March 5th) $1000
What is the key identifier to distinguish a nominee from third party account on SAS?
What is 3rd party id/3rd Party xref
What type of transfer if we send redemption proceeds to Bermuda Offshore (Dealer 7793)?
What is Overseas Wire Transfer
Country where Gouda cheese originated from
What is Netherlands
What is
US$500,000 or CDN$1,000,000
What do we do when we receive an application with MRS stamp?
Requirements to setup a third party account
What is client name, SIN, address (A04), account type, 3rd party ID and 3rd party XREF
What are the steps to do to if EPA dealer doc required:N without bam entered but b/u wants to EFT redemption proceeds?
What is Day 1 send ESR to MDPSS1 with full wire order information, cancel redemption (w7/40 or w7/74), add RED bam on B screen, Multiday. Day 2 process as direct as per wire order info on ESR and remove multiday flag
Who from our team celebrated her birthday on Dec 31st?
What is Renuka