Transfer In Program

f you aren’t already using B2B Trust as your primary trustee, now is the time to make your move. Our Transfer In Program makes bulk transfers easy as we look after most of the details for you.

How it Works:

Provide at least 25 of your clients’ most recent registered and/or non-registered statements to:
B2B Trust, c/o Transfer In Program
130 Adelaide Street West, Suite 200, Toronto, Ontario M5H 3P5

We will complete the appropriate RRSP/RRIF or Open Account applications and transfer forms (if applicable) and send them to you for the appropriate signatures.

Simply return the signed applications to B2B Trust and forward the transfer forms to the relinquishing institutions.

We will open the accounts and the relinquishing institutions will send us your clients’ assets.

Added Incentive:

We will waive the current year’s administration fee of $125 or deposit an amount of up to $125 to each of your clients’ accounts upon receipt of their assets. This represents the transfer fee from the relinquishing institution.

This simple move can help you spend more time where it really counts: with your clients. Contact the business development representative in your area for more information.