RFTs
These are the two letters that should be at the end of the "Financial Planner" Field
What is CR?
This is the SLA for each Open CART in our workbaskets
What is 24hrs?
This team won the Super Bowl on Feb 11
Who are the Kansas City Chiefs?
Transfer forms for these 2 FI's must be mailed
What is Simplii and Canada Savings Bonds?
There are this many books in the Harry Potter Series
What is seven?
These are the two fund codes used for either a in-cash or in-kind transfer under the Asset line
What is 001 (cash) and 000 (kind)?
We use this program to confirm if a transfer request is internal
What is Sales Platform?
The first name of all 4 Beatles
Who are John, Paul, George, & Ringo?
These are the three methods of delivery that funds are received other than cheques or FundServe
What is A$M, ATON, & wires?
This movie has 13 nominations at this years Oscars
What is Oppenheimer?
This will happen if the first line of the RFT comments is not in the correct format
What is not showing up on the Reports Team's spreadsheet to follow-up on?
This form must be included in all LIF/LIRA transfers under New Brunswick legislation
What is Form 3.2?
This popular Netflix series is set in Hawkins, Indiana
What is 'Stranger Things'?
These lines of business use ServiceLink for their transfer requests
Who are DS, DI, and PHN?
This Canadian actor worked as a security guard at a tire factory in Scarborough before becoming popular on the show 'In Living Color' and starring in 4 blockbuster movies in 1994
Who is Jim Carrey?
If a client is from one of these 2 provinces, their information may not populate on RFT
Where is Quebec and Newfoundland?
This specific form is required for all RRIF to RRSP or LIF to LIRA transfers
What is form T2030?
This popular musician's poster can be seen in the background of Allissa's room on Webex
We can submit an in-kind request if we've confirm that the relinquishing account only holds one of or both of these two things
What is RBF funds and cash?
This day of the year is known as "Star Wars Day"
What is May 4th?
Harbourfront, HSBC Securities, & IA Securities transfer requests are all sent to this FI on ATON
What is NBCN?
ATON requests for GICs should only be submitted no earlier than this number days prior to maturity
What is 7 business days?
This country beat India in the finals of the 2023 Cricket World Cup
Who is Australia?
Old Standard Life accounts are now held with this FI
What is Manulife (RS accounts)?
"A Long-Expected Party" is the title of Chapter One of this epic 3 book fantasy series.
What is the Lord of the Rings?