Our Suppliers

PIP Forms

Know your Client Form - Must be filled out with each new application

Purchase Application - Use to purchase additional funds in an existing plan

Redemption/Switch Form - Use to redeem or switch funds in an existing plan

PAC/SWP Form - Use to create or adjust a PAC or SWP

Non-Financial Change Form - Use to change agent of record, address, beneficiaries, or name on existing PIP plans

AIM Trimark Funds

AIM Investment Application - Application for Individual Investment plan

AIM RESP Application - Application for Registered Education Savings Plan

AIM T2033 Transfer Form - transfer registered funds to AIM/Trimark

In-Sync Financial Planning Workbook - use with In-Sync Financial Planning Software

Fidelity Investments

Fidelity Investment Application - Application for Individual Investment plan

Fidelity RESP Application - Application for Registered Education Savings Plan

Fidelity T2033 Transfer Form - transfer registered funds to Fidelity

Fidelity RIF Application - Application for Registered Income Fund

TD Mutual Funds

TD Investment Application - Application for Individual Investment plan

TD RESP Application - Application for Registered Education Savings Plan

TD T2033 Transfer Form - transfer registered funds to TD

Transfer Forms

Form 3.2 - Transfer of Locked-In Retirement Funds

Form 3.3 - Transfer from a LIF to RRIF

Form 3.4 - Spousal consent to transfer from LIF to RRIF

T-2033 - Generic Transfer form for Registered Money

Canada Life

Verification of Identity - Required form with all insurance applications

Manulife Financial

Family Term & Business Term Product Page - Required with all Family Term & Business Term  applications

Lifecheque Product Page - Required with all Lifecheque applications

Performax Product Page - Required with all Performax applications

Security UL Product Page - Required with all Security UL applicaitons

Term Product Page - Required with all Term applications (other than family term)

Maritime Life

Dollar-Cost-Averaging Form - Use to Dollar-Cost-Average a clients investment

Transfer Form T2033 - Transfer registered funds from any company to Maritime Life

Investment Payout Form - Withdraw funds from a registered policy

MLIP Additional Deposit Form - Deposit funds in to an Investment Portfolio

RBC Insurance

Owner Identification Form  - Required with all insurance applications  

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Copyright © 2003 ARC Financial Group Ltd
Last modified: July 22, 2004