Deposits
One way of receiving funds from an OFI is cheques. What are three other ways we receive funds from OFI?
A$M, Wire, ATON
We NIGO the branch and suspend the cart for 5 business days. How many times would we suspend the cart before cancelling it?
Twice
The basket used for following up on transfers is Open-Pending Transfers In. What are the names of the two baskets used to receive CARTs?
Open Rtd – MFRP- Acq. & Closures or Open-Rtd MFRP-Transitions and Acq
Beyoncé tour was called Renaissance. What was Taylor Swift recent tour called ?
The Eras World Tour.
Sherri's favorite food is Pizza. What is Jovi's favorite food?
Tacos
Sherri takes care of the incoming A$M. Who takes care of the incoming wires for our team?
Maranda
RFT stands for Request For Tracking. What does CART stand for?
Client Action and Request Tool
Funds from a receiving TFSA can only go to a relinquishing TFSA. What receiving account types can go into a Spousal RRSP?
Spousal RRSP, Spousal RRIF
This person is known to have the most number of followers on Instagram. Who is he?
Cristiano Ronaldo
Elaine likes to bake in her free time. What does Caron enjoy doing?
Crafting
This CUID is used for Fundserv A$M transfers.
7568
For a TFSA we use the T2033. What form do we use for a MBD?
T2220
For DPSP and RPP transfers a T2151 is required. What form does the client need to complete in order to transfer from a RIF to RSP?
T2030
The Weeknd performed during the 2021 Superbowl half time show. Who performed during the 2023 Superbowl half time show?
Rihanna
Drutika's favourite show is FRIENDS. What is Elaine’s favourite TV show?
The Walking Dead
Lisa takes care of processing the RESP requests. Who takes care of RESP cheque deposits?
Raafi
TFSA is a example of non locked in funds. What are the different LIF Source of Funds?
Pension, LIF, LIRA
Servicelink is a tool used for sending requests for MBD, in kind, PRIF and USD transfer in requests. Which three lines of business do we send transfers to on Servicelink?
DS,DI,PHN
Avatar: The Way of Water is the sequel for Avatar. How many year would have passed between the two movies?
13
Chris Daley's favorite hockey team is Detroit Red Wings. Which is Justin's favorite team?
Calgary Flames
RRSP, LIRA RRIF cheques are directly deposited via RBIS. What type of account cannot be deposited directly via RBIS and the deposits team would NIGO the branch for the transit number or the clients bank account?
IA,RMP,USD,RESP and Contribution.
What is the difference between a Nominee and a Client held account?
Nominee accounts are held directly by the reliquishing firm and are typically self directed. Client held account are held under the clients name by the fund company.
For a retail RRSP plan type it would say RRSP on sales platform. What would it say for a TP RRSP?
RSP RBCTP
Game of thrones featured a modern day item. What was that
Starbucks cup
Raafi got married in Bangladesh. Where did Monique get married?
Spain