B2B Trust News

June 23, 2008

Modifications to various B2B Trust Application Forms due to Amendments to the Proceeds of Crime (Money Laundering) and Terrorist Financing Regulations (the “Regulations”)

The federal government recently amended the Proceeds of Crime (Money Laundering) and Terrorist Financing Regulations and as a result, financial institutions like B2B Trust must now adhere to new requirements. The Regulations require application forms to be updated with the following:

· Requirement to obtain information on beneficial owners of a business and directors of a corporation

· Requirement to record the validity and expiration of identification documents

· Requirement to record the intended use of the account

Revised B2B Trust Application Forms

The following B2B Trust application forms have been revised to incorporate the requirements listed above:

Deposits

· Non-registered GIC Application

· Corporate GIC Account Authorization

Banking Services (Advisor’s Choice)

· Banking Services Application

· Line of Credit Application

Self-Directed Plans

· Open Account Application

Loans

· Investment Loan Application

· RRSP Loan Application

In addition, a new Deposits form, Non-registered GIC Schedule A, has been created to record information on beneficial owners of a business and directors of a corporation.

Effective, June 23, 2008, for all new accounts, please ensure you use copies of B2B Trust application forms with version date code (05/01/2008). Forms with older dates are no longer valid and should be destroyed. The revised forms are available on our website. Please note that incomplete forms or forms that do not have version date code (05/01/2008) will be returned to you and may delay the account opening process.

Should you have any questions, or if you require further information, please do not hesitate to contact a member of our Client Services team:

For Deposits, Self-Directed Plans and Loans: 1.800.263.8349

For Banking Services (Advisor’s Choice): 1.866.601.8001

May 06, 2008

B2B Trust launches new website

As part of a renewed commitment to financial professionals across Canada, B2B Trust proudly launched its new website today. Designed for (and written to) an advisor-based audience, this new site offers in-depth product information as well as new, unique tools aimed at providing the advisory community with value-added resources. “Advisors can think of this new website as their very own intranet”, says François Desjardins, President and CEO of B2B Trust. Notes Susi McCord (B2B Trust’s new Vice President of Marketing), “Our clients are financial advisors, deposit and mortgage brokers as well as the companies they work for . . . and now more than ever, B2B Trust is committed to their success. We’re confident that this new site – along with all of our exceptional products and services – are part of winning formula that will solidify B2B Trust’s standing as a leader in the marketplace.”

May 04, 2008

Coming soon: online investment loans on EASE

The long-awaited capability of applying for investment loans online (through EASE) will soon be here. Since 2003, B2B Trust’s EASE system for submitting RRSP loan applications has seen a steady increase in users. And with the launch of online investment loans, it is expected that this new functionality will be extremely popular with new and existing advisors. “Advisors want decisions fast. With EASE, they’ll know within seconds whether their clients will be approved for an investment loan”, says Peter Viris, Assistant Vice President of Business Development in Ontario. Online investment loans are set to launch at the end of this month. Stay tuned . . . .

April 14, 2008

100% Broker Focused

This spring, Laurentian Bank – and B2B Trust – are poised to launch a new advertising campaign to the mortgage broker community. In the “100% Broker Focused” series of ads, this long-time lender of broker mortgages is reinforcing its positioning (“You work for your clients. We work for you.”) to brokers across Canada. Says Marcello Infante, Assistant Vice President, Business Development, Broker Mortgages, “It’s a point of differentiation, really. The way we see it, we’re here to help brokers build their business – not compete for it.” Watch for these fresh new ads starting with the May edition of CMP magazine. B2B Trust distributes and administers broker mortgages for Laurentian Bank.

January 02, 2008

B2B Trust’s latest distribution alliance: AIM Trimark Investments

B2B Trust and AIM Trimark Investments have signed agreements for the distribution of investment and RRSP loan programs. With these newly signed agreements, B2B Trust has reached a key milestone of 50 loan program distribution alliance arrangements with clients spanning the Canadian mutual and segregated fund manufacturing sectors, as well as the mutual fund dealer community. This latest alliance brings the total number of funds that are eligible for purchase with borrowed monies from B2B Trust to well over 1,100. Furthermore, B2B Trust now offers loans at preferred rates on over 80% of the top 25 long-term fund assets. This provides financial advisors with even more choice when selecting investments for purchase with borrowed monies.